Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 15 July 2026

JCET forecasts higher first-half profit on AI-driven chip demand

China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...

Wednesday 15 July 2026

Lenovo says US ThinkBook models do not use YMTC SSDs

Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...

Wednesday 15 July 2026

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The...

Wednesday 15 July 2026

US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...

Wednesday 15 July 2026

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...

Wednesday 15 July 2026

Rethinking motorcycle IoT as the hype cools

Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has...

Wednesday 15 July 2026

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

US space startups race to cash in on Golden Dome's orbital logistics opening

The United States' proposed Golden Dome missile defense system remains highly uncertain, but it is already emerging as a new market...

Wednesday 15 July 2026

China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account...

Wednesday 15 July 2026

China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are...

Wednesday 15 July 2026

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...

Wednesday 15 July 2026

AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

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