Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 2 August 2026

MiniMax H3 pairs 2K video with native stereo audio in China's multimodal AI race

Chinese AI start-up MiniMax launched MiniMax H3 on July 31, expanding its position in multimodal generative AI as competition among China's model developers spreads beyond large language...

Sunday 2 August 2026

Roborock's overseas push lifts Chinese brands in robot vacuum market

Shanghai-based Roborock has emerged as a global leader in robot vacuums, underscoring how Chinese brands are reshaping the smart cleaning market for consumers worldwide. The company's...

Sunday 2 August 2026

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...

Sunday 2 August 2026

Xiaomi adds SkyNomad N90 and N70 with 370,000 deliveries still needed for 2026 target

Xiaomi has entered China's range-extended electric vehicle market with two large intelligent SUVs, expanding beyond battery-only models...

Sunday 2 August 2026

Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware

As AI shifts toward agentic and physical applications, industry observers say competition will no longer hinge on hardware manufacturing alone, but on the ability to integrate hardware...

Saturday 1 August 2026

Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Saturday 1 August 2026

Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

Saturday 1 August 2026

Realtek, Elan, and Parade set the tone for PC chip demand

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...

Saturday 1 August 2026

Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and...

Saturday 1 August 2026

Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones...

Saturday 1 August 2026

Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight

Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...

Friday 31 July 2026

Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist

Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal,...

Friday 31 July 2026

Exclusive: Asian chipmakers' shift to US helium raises concentration risk

Chipmakers in Taiwan, South Korea, and Japan have avoided broad helium-related production disruptions so far, but their rapid shift toward US supply is creating a new concentration...

Friday 31 July 2026

ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as...

Friday 31 July 2026

US CSP leaders keep capex growth as AI monetization deepens

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...

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