Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 14 August 2026

Australia tightens approval rules for Northern Minerals share sales

Australia has tightened scrutiny of Chinese-linked holdings in Northern Minerals, requiring government approval before certain shareholders can sell their stakes and stipulating that...

Friday 14 August 2026

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...

Friday 14 August 2026

DeepSeek raises API prices sharply as V4 Pro targets agentic AI market

Chinese AI startup DeepSeek has officially launched its V4 Pro model with significantly enhanced agent capabilities, while sharply increasing API prices as it seeks to expand beyond...

Friday 14 August 2026

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...

Friday 14 August 2026

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...

Friday 14 August 2026

Chinese automakers gain share in Europe as legacy carmakers partner to cut costs

Chinese automakers are reshaping Europe's car market, and the pressure is forcing global rivals into uneasy partnerships that could trim costs while raising strategic risks. For drivers,...

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...

Friday 14 August 2026

SMIC's pricing power arrives as AI pushes mature-node work into China

China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...

Friday 14 August 2026

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...

Friday 14 August 2026

PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026

Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Amid escalating geopolitical tensions, defense awareness is rising rapidly worldwide, with drone and counter-drone technologies becoming...

Friday 14 August 2026

China's video AI dominance paves the way for world model boom

Chinese AI video-generation models are taking the world by storm. This competitive edge is not only disrupting Hollywood, but could...

Friday 14 August 2026

ABF substrate boom lifts Eternal Precision prices 20%

Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

Thursday 13 August 2026

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

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