Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 25 September 2026

Trump, Xi back AI talks as hotline details remain unclear

The US and China have brought artificial intelligence into their bilateral economic dialogue and received leader-level backing to continue talks. Still, details of an AI safety hotline...

Friday 25 September 2026

BOE supplies panel for LG's 5K Mini LED gaming monitor

China's BOE is supplying the panel for LG Electronics' 27-inch UltraGear evo 27GM950B, putting the display maker's technology in one of LG's premium gaming monitors as BOE expands...

Friday 25 September 2026

China's autonomous-driving suppliers confront the limits of software moats

Chinese autonomous-driving software specialist Momenta posted a strong first-half performance, with gross margin reaching 73.2% and...

Friday 25 September 2026

Bright LED Electronics rides PCBA rebound to double-digit growth

Bright LED Electronics said its core profit rebounded in the first half of 2026, helped by recovering printed circuit board assembly...

Thursday 24 September 2026

Grab turns Taiwan into a launchpad for Southeast Asia expansion

Grab is expanding the scope of its Taiwan strategy beyond food delivery, launching an overseas expansion programme for merchants aimed at helping Taiwanese food and beverage (F&B)...

Thursday 24 September 2026

ASRock Industrial revenue jumps 95% in 1H26 on North America deal

ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract...

Thursday 24 September 2026

CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

China's ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory...

Thursday 24 September 2026

China AI's new moat: low-cost models meet a rapidly localising hardware stack

China's AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined...

Thursday 24 September 2026

Peking University Dean's rare Intel China appearance hails AI-plus edge adoption

Chinese macroeconomist Justin Lin, dean of Peking University's Institute of New Structural Economics, made a rare appearance at a tech...

Thursday 24 September 2026

Yusin Malaysia plant to fully ramp up by 4Q26

Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected...

Thursday 24 September 2026

Chinese foundry CanSemi seeks US$918M ChiNext listing

Guangzhou-based wafer foundry CanSemi Technology has set its initial public offering (IPO) price at CNY12.01 per share on Shenzhen's ChiNext board. The company aims to raise CNY6.16...

Thursday 24 September 2026

Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing...

Thursday 24 September 2026

Meta stretches its glasses lineup from US$249 to US$1,299.99 as rivals close in

Meta Platforms used its Connect 2026 conference on September 23 to push its eyewear lineup toward both ends of the market, adding a camera-free audio model aimed at privacy-conscious...

Thursday 24 September 2026

Beijing Eswin heads for HK IPO as RISC-V growth shifts to autos, industrial chips

Beijing Eswin Computing Technology has cleared its Hong Kong Stock Exchange listing hearing, moving closer to becoming the market's first listed RISC-V-focused chip company.

Thursday 24 September 2026

Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to

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