Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 8 July 2026

Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...

Wednesday 8 July 2026

Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

Wednesday 8 July 2026

Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities...

Wednesday 8 July 2026

Samsung's HBM4 comeback hinges on one chip-level advantage

Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as...

Wednesday 8 July 2026

Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026

Volkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market

Volkswagen is entering one of the most critical periods in its recent history, as its supervisory board prepares to meet on July 9 to discuss a restructuring plan that could include...

Wednesday 8 July 2026

Inspur forecasts sharp first-half profit growth

Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...

Wednesday 8 July 2026

Dongfeng Nissan seeks turnaround amid weak Chinese auto market

China's car market is increasingly divided between weak domestic demand and strong overseas growth, with electric vehicles (EVs) pushing further into the Middle East, Europe, and Africa...

Wednesday 8 July 2026

Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

Meta has taken its first concrete step into generative visual media, entering a market that is filling rapidly with rivals —...

Wednesday 8 July 2026

China cost cuts put US$1T robotaxi market within reach by 2040

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo...

Wednesday 8 July 2026

Beijing's rumored AI model debate signals new era of technology controls

Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal...

Wednesday 8 July 2026

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path...

Wednesday 8 July 2026

ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand

South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor...

Wednesday 8 July 2026

Chinese equipment maker wins first large-format PLP lithography order for AI packaging equipment

Circuit Fabology Microelectronics Equipment (CFMEE) has secured China's first commercial order for a large-format panel-level packaging lithography tool, marking the company's entry...

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