Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 15 September 2026

BYD's 2027 triple play could rewrite the EV race

BYD is lining up solid-state batteries, faster charging, and higher-level automated driving around 2027, potentially removing several...

Tuesday 15 September 2026

China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

Tuesday 15 September 2026

Beyond H100: China's GPU makers chase scale, not just parity

China's domestic GPU industry is entering a tougher phase: matching high-end accelerator performance is no longer enough. Vendors must...

Tuesday 15 September 2026

DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting

DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.

Tuesday 15 September 2026

China's humanoid robot race, Part 1: Mass production outruns proven demand

China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

Tuesday 15 September 2026

Minebea Mitsumi pauses M&A to chase AI hardware demand

Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...

Tuesday 15 September 2026

China elevates HBM and HBF in five-year plan, opening a new front in AI memory

China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have jointly released the 15th Five-Year Plan for the Development...

Tuesday 15 September 2026

BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027

Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In...

Tuesday 15 September 2026

Global semiconductor revenue hits record US$425B in 2Q26

Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...

Tuesday 15 September 2026

China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit

While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...

Tuesday 15 September 2026

US FCC, White House tighten controls on power systems, raising the trust bar for Taiwanese suppliers

The US has taken steps to tighten controls on power systems and robotics equipment in line with its "America First" policy amid the latest geopolitical shifts, adding new uncertainties...

Tuesday 15 September 2026

Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

Tuesday 15 September 2026

AI demand reshapes capital allocation and operating models in telecom sector

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators,...

Tuesday 15 September 2026

China's EV boom enters a phase of overcapacity cleanup

Within a relatively short span of time, China has built a formidable EV industry that has proved difficult for any other country to match globally, nurtured by years of industrial...

Tuesday 15 September 2026

Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

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