Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Monday 27 July 2026

AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026

AUO's Micro LED push signals a broader shift from displays to smart interfaces

AUO says its Micro LED technology is moving beyond screens and into a broader smart interface platform, even as one high-profile automotive project was shelved. The company argues...

Sunday 26 July 2026

Toshiba cuts Kioxia stake as memory maker's valuation swings

Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's...

Saturday 25 July 2026

89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026

Trumpf's stabilizing sales point to a broader recovery in industrial demand

Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...

Saturday 25 July 2026

US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed...

Saturday 25 July 2026

NAND price rally enters plateau as supply stays tight despite weaker spot demand

The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...

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