Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 24 July 2026

AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment

AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...

Friday 24 July 2026

AMD unveils Helios rack-scale AI platform to target hyperscale buildouts

AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...

Friday 24 July 2026

Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp

SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...

Friday 24 July 2026

Kimi K3 under fire, part 3: China's AI industry questions success story

Chinese officials have embraced Kimi K3 as evidence of indigenous innovation and a maturing open-model ecosystem. Some Chinese developers and technology commentators are far less c...

Friday 24 July 2026

Realme exits China smartphone market, Oppo hands domestic focus to OnePlus

Realme has stopped producing smartphones for China and will launch no new models there, ending its domestic expansion as parent company...

Friday 24 July 2026

China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026

DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap

DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.

Friday 24 July 2026

German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability...

Friday 24 July 2026

AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026

Taiwan EV subsidies lag as buyers weigh gasoline, hybrid, and electric cars

Taiwan's electric vehicle market is moving more slowly than expected as long-stagnant subsidies leave buyers with a difficult choice between internal combustion engine, hybrid electric,...

Friday 24 July 2026

PG Union bets on new models as Taiwan auto market weakens

PG Union is counting on new vehicle launches to navigate a weakening Taiwan auto market in the second half of 2026, after demand in the first seven months fell short of industry ex...

Thursday 23 July 2026

D-Link robot line starts in 3Q26; care model due in 2027

Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...

Thursday 23 July 2026

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

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