Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 11 September 2026

Why Chinese automakers' aggressive push only further tightens CATL's grip

Supply diversification has long been a recurring — and difficult — issue confronting the high-tech manufacturing ecosystem. But efforts to diversify component and materials...

Friday 11 September 2026

Samsung Electro-Mechanics, LG Innotek vie in AI package substrates

At South Korea's recent KPCA Show 2026, Samsung Electro-Mechanics and LG Innotek showcased their next-generation package substrate technologies. As AI semiconductors evolve toward...

Friday 11 September 2026

Memory makers gain the upper hand as Apple's iPhones pay the price

Apple has raised prices on both its new iPhone 18 Pro series and older models, including the iPhone 17, as rising memory costs push up component expenses.

Friday 11 September 2026

Enflame enters public markets with Nvidia alternatives in its sights

Chinese AI chipmaker Enflame Technology made a striking debut on Shanghai's STAR Market on Friday, with its shares opening 188% above...

Friday 11 September 2026

Huawei stakes out the AI optics rulebook with 7.2Tbps NPO

Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...

Friday 11 September 2026

China's DRAM supply chain clears another materials hurdle

China's semiconductor localisation effort has reached another upstream materials milestone. Jiangsu Pacific Quartz Co. has secured qualification for high-purity quartz products...

Friday 11 September 2026

Samsung's Exynos gains ground as Galaxy S26 lifts share to 9%

Samsung Electronics is regaining ground in the global smartphone processor market, with its Exynos share rising to 9% in the second...

Friday 11 September 2026

CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030

Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...

Friday 11 September 2026

China's energy storage capacity surges 50-fold in five years, sparking crackdown on lithium battery expansion

China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the...

Friday 11 September 2026

CIOE 2026: Smartphone camera market faces deeper slump as Apple draws attention in Shenzhen

The smartphone camera market drew renewed attention at CIOE 2026 in Shenzhen, but the focus did not signal a broad recovery. For readers worldwide, the outlook matters because weak...

Friday 11 September 2026

Huawei, Xiaomi, Apple take different bets on foldables

Competition in the foldable smartphone market is intensifying as Huawei, Xiaomi, and Apple roll out or prepare next-generation foldable...

Friday 11 September 2026

Global drone supply chain accelerates de-China shift, Taiwan wins

Foreign drone makers are increasingly turning to Taiwan as a hub for non-China drone supply chains, drawn by the island's component...

Friday 11 September 2026

Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities

Anthropic has disrupted a series of operations in which Chinese AI companies allegedly used its Claude models to extract capabilities for their own AI systems, highlighting growing...

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...

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