Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 30 April 2026

Cambricon earnings surge on AI compute demand

China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...

Thursday 30 April 2026

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...

Thursday 30 April 2026

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...

Thursday 30 April 2026

Qualcomm flags near-term headwinds as data center push gains traction

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...

Thursday 30 April 2026

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

After a widespread malfunction involving Baidu's Apollo Go robotaxi service in Wuhan left passengers stranded and disrupted traffic, Chinese...

Thursday 30 April 2026

AI drives power interconnect surge as BizLink and JPC target high-end markets

The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...

Thursday 30 April 2026

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...

Thursday 30 April 2026

Taiwan drones enter Ukraine battlefield, transport model drives global market expansion

Taiwan's expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat...

Thursday 30 April 2026

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...

Thursday 30 April 2026

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...

Wednesday 29 April 2026

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

Wednesday 29 April 2026

China OSAT leader JCET expands in advanced packaging, profit climbs

China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...

Wednesday 29 April 2026

Seagate leans on long-term contracts as storage demand stabilizes

Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...

Wednesday 29 April 2026

China memory chip designer Montage lifts profit on DDR5, AI server demand

China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...

Wednesday 29 April 2026

Seagate tops estimates, raises outlook on cloud, AI demand

Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...

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