Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 17 July 2026

Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI

Chinese AI developer Moonshot AI released Kimi K3 on July 16, a 2.8-trillion-parameter model the company bills as the first open model in the roughly 3-trillion-parameter class, pushing...

Friday 17 July 2026

Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home

TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the...

Friday 17 July 2026

China auto sales slump deepens as exports face rising trade scrutiny

China's passenger vehicle market posted its sharpest slowdown in years in the first half of 2026, with private passenger car sales falling 20% year on year, according to the China...

Friday 17 July 2026

Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage

Australia has escalated a two-year campaign to force Chinese investors out of Northern Minerals Ltd., barring three China-linked shareholders...

Friday 17 July 2026

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

Friday 17 July 2026

Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...

Friday 17 July 2026

China's AI chips hit three walls — and bet on 3D memory to break through

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

Friday 17 July 2026

US EV market steadies after federal tax credits expire as prices and charging remain hurdles

The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Thursday 16 July 2026

DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China's best-known...

Thursday 16 July 2026

UMT to acquire majority stake in Dynahz Technologies for NT$1.7 billion

Universal Microwave Technology (UMT), a manufacturer of satellite and millimeter-wave (mmWave) communication components, suspended trading on July 15 and held a material information...

Thursday 16 July 2026

Apple Intelligence edges closer to China with Alibaba Qwen integration

Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.

Thursday 16 July 2026

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...

Thursday 16 July 2026

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

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