Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...

Monday 27 July 2026

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should...

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...

Monday 27 July 2026

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

GM China restructuring delivers seven straight profitable quarters

General Motors reported seven consecutive profitable quarters in China in its second quarter 2026 results, even as the market remains defined by an intense price war that has pressured...

Monday 27 July 2026

German automakers cuts prices in China as EV rivals pressure luxury sales

Mercedes-Benz, BMW and Audi have been cutting prices in China since early 2026 as inventory rose and the premium market shifted toward new energy vehicles led by Chinese brands. The...

Monday 27 July 2026

SDC and LGD showcase shift to IT OLED at K-Display 2026

South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT...

Monday 27 July 2026

AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

Monday 27 July 2026

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...

Monday 27 July 2026

Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says

Stanford researchers say the global push for sovereign AI is producing a paradox for governments seeking digital independence. The latest report from Stanford HAI argues that offerings...

Monday 27 July 2026

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026

Samsung opens preorders for new foldables as Apple entry expected to reshape market

Samsung Electronics has opened preorders for its latest Galaxy Z foldable smartphones and Galaxy smartwatches, introducing new devices as the global foldable smartphone market is expected...

Monday 27 July 2026

India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

India expanded manufacturing incentives, entered private orbital launches, attracted new investment,...

Monday 27 July 2026

eSSD contracts surge as AI data centers shift spending from memory to storage

Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...

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