Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 30 July 2026

Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

Thursday 30 July 2026

US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security

As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...

Thursday 30 July 2026

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...

Thursday 30 July 2026

Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026

AMD's Helios gains ground in challenge to Nvidia's CUDA

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...

Thursday 30 July 2026

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...

Thursday 30 July 2026

Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China

As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating...

Thursday 30 July 2026

Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Thursday 30 July 2026

Roborock sees Taiwan as a test market for smart cleaning devices

A once-mocked robot vacuum category has become central to smart home cleaning as busy lifestyles, health concerns, and climate conditions...

Thursday 30 July 2026

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...

Thursday 30 July 2026

AI demand squeezes memory supply, pressuring PC and TV markets

At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...

Thursday 30 July 2026

China's robot vacuum makers race ahead as innovation cycle outpaces smartphones

While humanoid robots have yet to achieve meaningful economies of scale, service robots have already entered an intensely competitive...

Thursday 30 July 2026

Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

A Taiwan startup says it has found a way to hide advanced eye-tracking technology inside what looks like an ordinary pair of glasses...

Thursday 30 July 2026

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...

Thursday 30 July 2026

Volkswagen backs EU tariffs on Chinese PHEVs as market pressure builds

Volkswagen AG has reversed course on European trade protection and now supports possible EU tariffs on Chinese plug-in hybrid vehicles, after opposing such measures three years ago...

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