CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 26 June 2026
Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in...
Friday 26 June 2026
CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry,...

Friday 26 June 2026
Apple and Google consider adopting Chinese memory chips: three obstacles remain
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...
Friday 26 June 2026
How Optivision is speeding up the shift from LCD optical films to high-end auto applications
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition...
Friday 26 June 2026
China power semiconductor makers raise prices as AI and vehicle demand grows
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
Friday 26 June 2026
Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide...
Friday 26 June 2026
Taiwan drone makers pivot to non-China supply chains to win overseas markets
Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international...
Thursday 25 June 2026
IntelliEPI targets record 2026 revenue amid InP substrate shortages
Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to...
Thursday 25 June 2026
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
Thursday 25 June 2026
China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
Thursday 25 June 2026
SambaNova targets US$10B valuation as demand rises for cheaper AI inference
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's...
Thursday 25 June 2026
ASE sees AI demand stretching packaging capacity into 2030
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company...
Thursday 25 June 2026
ADATA explores Thailand role in AI computing expansion
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit...
Thursday 25 June 2026
Calin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies...
Thursday 25 June 2026
Aleees to build 100,000-tonne precursor plant in Taiwan to supply North American LFP demand
Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000...