Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 9 September 2026

Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning...

Wednesday 9 September 2026

China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers

China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer...

Wednesday 9 September 2026

CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve...

Wednesday 9 September 2026

JD.com's real target with 3 million robots: physical AI

JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the...

Wednesday 9 September 2026

Weblink posts record August revenue on AI, premium computing demand

Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...

Wednesday 9 September 2026

Smart applications boost AOPEN, Acerpure revenue

Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.

Wednesday 9 September 2026

China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen

The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit...

Wednesday 9 September 2026

Huawei orchestrates China's DUV lithography push to cut reliance on ASML

Huawei is emerging as a central organiser of China's effort to build a domestic semiconductor equipment supply chain, backing critical lithography suppliers and helping connect them...

Wednesday 9 September 2026

Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race

In September 2020, Huawei's smartphone business suffered a severe blow.

Wednesday 9 September 2026

Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace...

Wednesday 9 September 2026

Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...

Wednesday 9 September 2026

IT panel peak season loses its edge after brands stocked too early

The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...

Wednesday 9 September 2026

European automakers expand China software teams amid layoffs

European automakers are reportedly expanding software teams in China even as they cut jobs and close plants, as they race to complete the "last mile" of software-defined vehicle (SDV)...

Wednesday 9 September 2026

China's AI computing plan targets sixfold growth, 100,000-card clusters

China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...

Wednesday 9 September 2026

Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

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