Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 6 August 2026

China smartphone shipments fall 5.5% as 5G models gain share

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...

Thursday 6 August 2026

US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026

Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap

Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.

Thursday 6 August 2026

Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026

China steps up EV battery and smart-driving inspections on five automakers

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

Thursday 6 August 2026

AI orders give Soonest visibility into 2027

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

Thursday 6 August 2026

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026

US curbs on Chinese data-center optics open orders to non-China suppliers

The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...

Thursday 6 August 2026

Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...

Thursday 6 August 2026

Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market

Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...

Thursday 6 August 2026

Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains

Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...

Thursday 6 August 2026

China automakers struggle as margins plunge and battery supply chains skew

China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...

Thursday 6 August 2026

Tung Yang July revenue rises 23% on stronger AM and OEM demand

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...

Thursday 6 August 2026

Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026

Microdisplay advances push AR glasses closer to mainstream adoption

Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward...

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