Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 22 July 2026

WAIC 2026: Enflame debuts China's first glass-based CoPoS AI chip sample

Chinese AI chip developer Enflame said at the World Artificial Intelligence Conference (WAIC) 2026 that it had jointly showcased an AI chip...

Wednesday 22 July 2026

Moonshot AI reportedly eyes Hong Kong listing as Kimi K3 narrows China's AI gap

A funding-and-listing push by Beijing-based Moonshot AI signals that China's frontier-model race is spilling over into the capital...

Wednesday 22 July 2026

WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence...

Wednesday 22 July 2026

Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers

Chinese artificial intelligence (AI) startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models from OpenAI and...

Wednesday 22 July 2026

China smartphone shipments fall 3% in first half as Huawei regains No. 1

China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect...

Wednesday 22 July 2026

Taiwan tariff uncertainty slows US car sales and opens a window for local brands

Rumors of a possible zero-tariff deal for US-made cars in Taiwan have kept buyers and dealers in wait-and-see mode for months, with pricing and sales plans for imported vehicles still...

Wednesday 22 July 2026

Taiwan auto market sees 2H26 recovery as sales and promotions improve

Taiwan's new-car market showed signs of recovery in the first half of 2026, with June sales rising more than 20% year on year and monthly volume returning to the level seen in the...

Wednesday 22 July 2026

Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle

The global foldable smartphone market is entering a new product cycle as Apple prepares to debut its first foldable iPhone and Samsung Electronics reportedly reshapes its foldable...

Wednesday 22 July 2026

Xiaomi raises 2026 phone target as memory prices strain brands

China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...

Wednesday 22 July 2026

China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition...

Wednesday 22 July 2026

Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Wednesday 22 July 2026

TSMC's Arizona capex draws Taiwanese capital, with J&V Energy staking US$88M on land for spillover gains

TSMC continues to expand its investment in Arizona, accelerating not only the relocation of semiconductor equipment and materials suppliers...

Wednesday 22 July 2026

OpenAI chair says enterprise AI will shift from token costs to outcomes

OpenAI Chair Bret Taylor said businesses will soon stop closely tracking token costs as artificial intelligence spending management becomes more automated. Speaking to CNBC,...

Wednesday 22 July 2026

'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

Wednesday 22 July 2026

GLT helps Smobio Technology scale biotech materials for global orders

Smobio Technology, a strategic investment of Global Lighting Technologies (GLT), will officially list on Taiwan's Emerging Stock Board...

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