Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 April 2026

Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026

DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round

After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising...

Tuesday 28 April 2026

Empyrean draws retail inflows while profit falls, testing China EDA valuations

China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...

Tuesday 28 April 2026

Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations

Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024,...

Tuesday 28 April 2026

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...

Tuesday 28 April 2026

Chinese automakers use supply chain shifts to bypass US trade barriers

Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...

Tuesday 28 April 2026

US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

Tuesday 28 April 2026

Analysis: Why Tokyo Electron's China problem goes deeper than a data breach

Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the...

Tuesday 28 April 2026

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

Tuesday 28 April 2026

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...

Tuesday 28 April 2026

OpenAI eyes agentic AI phone but faces challenges beyond chip design

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...

Tuesday 28 April 2026

Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion

China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).

Tuesday 28 April 2026

New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should...

Tuesday 28 April 2026

Rising component costs push Chinese phone makers to speed product cycles and favor high-end models

Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...

Tuesday 28 April 2026

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies,...

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