Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 11 September 2026

iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

Friday 11 September 2026

Apple's foldable arrives late to a supply chain already moving on

Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese...

Friday 11 September 2026

Apple makes the hinge, not the screen, the centerpiece of its first foldable

Apple has built its first foldable around a component nobody sees. The iPhone Duo, unveiled 9 September and on sale from 23 October at a starting price of US$1,999, is defined less...

Friday 11 September 2026

DAS Expands in Taiwan and Unveils World First at SEMICON

DAS Environmental Experts continues to expand its capabilities in Taiwan and is presenting another new product at SEMICON Taiwan. Against the backdrop of ongoing investments...

Friday 11 September 2026

China's Shenzhen Kaifa plans CNY1.85 billion expansion for high-end memory packaging and testing

Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa, plans to invest CNY1.85 billion (about US$260 million) to expand high-end memory-chip...

Friday 11 September 2026

Global IC substrate market to surge 32% to US$19.5 billion in 2026 as Taiwan, Korea lead ABF, BT

Rising demand for generative AI, high-performance computing (HPC), and data center buildouts is pushing the global IC substrate industry into a new phase marked by upgrades in high-end...

Thursday 10 September 2026

Taiwan EV charging operators face profit squeeze despite rapid network expansion

Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended...

Thursday 10 September 2026

Samsung pushes into display-equipped smart glasses as Meta leads market

Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form...

Thursday 10 September 2026

Navigating economies of scale: how South Korea and China are reshaping the OLED market

Economies of scale occur when a company's average cost per unit falls as overall production volume increases. In the competitive display industry, reaching this state relies on either...

Thursday 10 September 2026

Foxsemicon hits record 2Q26 revenue on Thailand ramp-up

Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...

Thursday 10 September 2026

Shinkong Synthetic Fibers partners with Earthbook, Jedsy to tap Taiwan's medical drone logistics market

Shinkong Synthetic Fibers Corporation (SSFC) is stepping into Taiwan's emerging low-altitude economy, partnering with Taiwan-based drone-data and AI platform Earthbook and Swiss medical...

Thursday 10 September 2026

Gem Terminal rides China plug rule shift for 8.8% sales growth

Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements...

Thursday 10 September 2026

AUO matching glass substrate size stokes TSMC collab speculation

AUO is accelerating its transformation by extending its established large-format panel manufacturing capabilities into advanced semiconductor packaging.

Thursday 10 September 2026

China's Nvidia rivals raise prices as HBM shortage bites

Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding...

Thursday 10 September 2026

Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs

Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...

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