Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 20 July 2026

China's AI smartphone race pits ZTE, StepFun, and Honor against limits of agentic computing

China's smartphone industry is turning agentic AI into its next growth narrative, with ZTE's Nubia, StepFun and Honor presenting sharply...

Monday 20 July 2026

Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service

Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...

Monday 20 July 2026

Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026

Musk brands US$52 billion SpaceX-Foxconn Nvidia server order 'fake news'

Elon Musk has publicly rejected reports that SpaceX placed a roughly US$52 billion order with Foxconn for Nvidia GB300 AI servers, calling the widely circulated claim "fake news" in...

Monday 20 July 2026

Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

Monday 20 July 2026

Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

Monday 20 July 2026

US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages

The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent...

Monday 20 July 2026

Smart glasses race enters new phase as AI ecosystems eclipse hardware specs

The global smart glasses market is entering a decisive new stage in the second half of 2026, with competition expanding well beyond Meta's early dominance. Industry attention is rapidly...

Monday 20 July 2026

Grenergy listing could sharpen group's role in AI and power supply markets

Grenergy Enterprise is set to list on the emerging stock board on July 21, in a move that could highlight how its parent, Changs Ascending Enterprise, is dividing the group's lithium...

Monday 20 July 2026

Edge AI becomes China's next battleground as ModelBest tops US$2.8 billion valuation

China's latest wave of investment in edge AI signals a shift toward large-scale commercialization as the country accelerates the deployment of on-device AI across consumer and industrial...

Monday 20 July 2026

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Monday 20 July 2026

China pushes AI agent interoperability and space computing at WAIC 2026

China unveiled two major AI initiatives at the 2026 World AI Conference (WAIC) in Shanghai, highlighting efforts to standardize AI agent...

Monday 20 July 2026

Networking demand remains resilient, but component shortages threaten shipment schedules

AI data center expansion and high-speed network upgrades continue to support demand for networking equipment. However, as the industry...

Monday 20 July 2026

CXMT's US$4B IPO fuels DRAM capacity race toward 350,000 wafers a month

Chinese DRAM maker ChangXin Memory Technologies (CXMT) is accelerating construction and technology upgrades across its manufacturing...

Monday 20 July 2026

Alibaba pitches Qwen3.8 Max as 'second only to Fable 5' — without the benchmarks to prove it

Alibaba's decision to rank its newest flagship directly against a single American system — describing Qwen3.8 Max as "second only to" Anthropic's Claude Fable 5 — underscores...

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