Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 June 2026

Smart glasses race pulls Taiwan and China optical suppliers into waveguide battle

Smart glasses shipments are rising steadily, making the category one of the most closely watched consumer electronics growth drivers after notebooks and smartphones. Taiwanese optical...

Thursday 18 June 2026

AI data center boom drives Taiwan passive component makers to record sales

Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill...

Thursday 18 June 2026

NIO founder warns China's auto market could shrink by 20% this year

Nio founder and chairman William Li warned at the 2026 China Auto Chongqing Summit that China's auto industry has entered its "most brutal final stage," saying 2026 passenger-vehicle...

Thursday 18 June 2026

Darwin organ chip joins Nvidia AI medical push

Backlight module maker Darwin held its shareholders' meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction...

Thursday 18 June 2026

Japan lasers in on India's Assam state for chip and infrastructure corridor

Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei,...

Thursday 18 June 2026

BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half

Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the...

Thursday 18 June 2026

AI chip boom strains probe card supply, Taiwan test interface maker weighs prepayment deals

MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment...

Thursday 18 June 2026

Unitree IPO tests China's bet on low-cost humanoid robots

Unitree Robotics is heading toward a Shanghai listing with a pitch drawing attention well beyond China: humanoid robots can be built...

Thursday 18 June 2026

Clevo PC shipments grow against trends, targeting double-digit on-year growth

PC shipments have been affected by shortages and price increases for memory and processors, and market research firms generally expect full-year 2026 shipments to decline by double...

Thursday 18 June 2026

AI glasses race turns into a battle of devices, LLMs, and user interfaces

AI glasses are gaining momentum as Meta, Rokid, RayNeo, Xreal, Viture, HTC, and other vendors step up their efforts, with Google and...

Thursday 18 June 2026

Nichicon raises e-cap prices as supply tightens, costs increase

Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's...

Thursday 18 June 2026

SMIC narrows Intel's metal pitch gap, but Kirin 9030 teardown shows China's chip limits remain

A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis...

Thursday 18 June 2026

AbonMax eyes double-digit drone revenue by end-2026

AbonMax Technology said on June 16 that drone revenue still accounts for only about 7% to 8% of its total sales, but the company expects more visible operating results by the end of...

Thursday 18 June 2026

Taiyo Yuden to boost AI server MLCC capacity, resists price hikes

Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers...

Thursday 18 June 2026

Meta puts brakes on AI use as token costs hit tech giants

Meta's internal AI costs have spiraled, and a broader pullback in spending by major tech companies is bringing a long-ignored contradiction into focus: the business logic of AI is...

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