Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 April 2026

Commentary: What Amap reveals about AI navigation, data control

AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...

Tuesday 28 April 2026

DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints

DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...

Tuesday 28 April 2026

GrandTech drives growth with AI cloud and 3D printing for drone market

GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...

Tuesday 28 April 2026

Apple and Asus defy PC market slump with growth in 2026

The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...

Tuesday 28 April 2026

Moore Threads hits first profit, AI compute orders drive growth

China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...

Tuesday 28 April 2026

LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring,...

Monday 27 April 2026

The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity

The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as...

Monday 27 April 2026

Analysis: Beijing Auto Show signals new phase in China's EV race

The 2026 Beijing International Automotive Exhibition opened on April 24 with a scale that stands in sharp contrast to the contraction of many global auto shows. Spanning roughly 380,000...

Monday 27 April 2026

Commentary: DeepSeek reframes AI competition around efficiency, not scale

When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...

Monday 27 April 2026

China warns EU over industrial law, threatens countermeasures

China warned on April 27, 2026, that it would take countermeasures if the EU's proposed Industrial Accelerator Act harms Chinese companies — a move with potential global trade...

Monday 27 April 2026

Singapore-washing is dead: China cuts off US tech investment

"Singapore-washing" — the tactic of Chinese technology firms re-domiciling in the city-state to bypass geopolitical scrutiny — is facing an existential threat. China has...

Monday 27 April 2026

Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

Monday 27 April 2026

Formosa 2 secures NT$58.9 billion refinancing, marking Taiwan's offshore wind maturity

Formosa 2 Wind Power (Formosa 2) held a refinancing ceremony on April 24, announcing the successful completion of a refinancing agreement totaling approximately NT$58.9 billion (approx...

Monday 27 April 2026

Smart cockpit's next test: Can AI deliver real value?

The 2026 Beijing International Automotive Exhibition opened on April 24 with a new focal point: the rapid ascent of large language models...

Monday 27 April 2026

DeepSeek cuts API prices 90%, sets new global low for LLM services

DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...

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