Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 24 August 2026

Alibaba plans HKD80 billion share placement to fund AI expansion

Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster...

Monday 24 August 2026

AI accelerator shipments are set to turn advanced packaging into the next battleground: Counterpoint

AI accelerator shipments are expected to reshape semiconductor demand worldwide, with implications for cloud operators, memory suppliers, and device makers in every major market. Counterpoint...

Monday 24 August 2026

Xiaomi unveils second-generation humanoid robot at Beijing conference

Xiaomi unveiled its second-generation humanoid robot at the 2026 World Robot Conference in Beijing, where the machine made its first...

Monday 24 August 2026

Samsung DX hits first quarterly loss on chip inflation

Samsung Electronics' Device eXperience (DX) division posted its first-ever quarterly operating loss in the second quarter of 2026, hit...

Monday 24 August 2026

Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

Humanoid robots have entered a clear new phase since agentic AI emerged in 2025, with DIGITIMES analyst Zouhao Shen saying the category...

Monday 24 August 2026

Galbot's fast rise marks new wave in China's humanoid robot race

Beyond established players such as Unitree Robotics, AgiBot and UBTech Robotics, a new wave of challengers is emerging quickly in China's humanoid robot sector. Among them is Galbot,...

Saturday 22 August 2026

Automation Taipei 2026: If AI is advancing so fast, why is the factory floor still so hard to automate?

For all the extraordinary progress made by artificial intelligence, the physical world remains stubbornly difficult to automate.

Saturday 22 August 2026

Column: Lessons in supply chain resilience from China Huadian's power-compute coordination model

As AI develops rapidly, data centers are driving equally rapid growth in electricity demand. The stability of future energy supplies will directly determine whether AI computing capacity...

Friday 21 August 2026

China chip equipment maker Piotech posts 1,324% profit surge, advanced deposition scales up

Piotech Inc. reported a sharp rise in first-half 2026 earnings, helped by stronger demand for semiconductor deposition equipment, wider adoption of new process tools and improving...

Friday 21 August 2026

Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push

Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to...

Friday 21 August 2026

Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth

As the first publicly listed humanoid robot company, Ubtech Robotics is often referred to in China as the sector's "first humanoid robot...

Friday 21 August 2026

Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM

Cambricon Technologies chairman and president Chen Tian-shi said the company's sixth-generation AI processor and instruction set remain under development, with the next-generation...

Friday 21 August 2026

Huawei, China power giant Huaneng explore AI compute-power coordination

China Huaneng Group said on August 20 that chairman Wen Shugang and president Zhong Guodong recently visited Huawei in Shenzhen, where they met Huawei founder Ren Zhengfei to discuss...

Friday 21 August 2026

SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders

SK Group Chairman Tae-Won Chey said in a recent interview with CNBC that memory demand is surging explosively and that the most severe "memory shortage" will hit in 2027. He also apologized...

Friday 21 August 2026

Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge

The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...

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