Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 3 September 2026

Infineon sees AI data centers, physical AI as growth drivers

Infineon said the rapid buildout of AI data centers and emerging Physical AI applications could reshape semiconductor demand worldwide. The shift signals higher infrastructure spending,...

Thursday 3 September 2026

Exclusive: China 6-inch SiC substrate supply tightens, prices set to rise

China's 6-inch silicon carbide (SiC) substrate market is undergoing a structural supply-demand reversal. Driven by strengthening downstream demand and limited production restarts,...

Thursday 3 September 2026

China chip tool makers expand beyond import substitution at CSEAC 2026

China's semiconductor equipment industry is moving beyond replacing imported tools at mature nodes, with CSEAC 2026 highlighting deeper...

Thursday 3 September 2026

CXMT expands global hiring to Japan for DDR5, LPDDR technology upgrade

Chinese DRAM maker CXMT has launched its 2027 global recruitment campaign, opening roles across circuit design, R&D, mass-production...

Thursday 3 September 2026

Huawei, Xiaomi to launch new foldable smartphones ahead of Apple

Samsung Electronics launched its new Galaxy Z series foldable smartphones, including its first wide-folding model, kicking off this year's foldable smartphone battle. With attention...

Thursday 3 September 2026

Solomon leverages AI vision and optical tech to tap semiconductor inspection market

Solomon Technology, a Taiwanese artificial intelligence (AI) 3D vision company, is showcasing two key inspection applications that integrate its core AI vision and optical technologies...

Thursday 3 September 2026

China packaging specialist SJSemi reaches 3.3-reticle 2.5D scale for AI, HBM integration

Chinese advanced packaging provider SJ Semiconductor (SJSemi) has expanded its silicon-interposer-based 2.5D packaging platform to 3.3 times the standard reticle size, enabling denser...

Thursday 3 September 2026

UniVista expands China EDA stack with AI agents, native 3DIC tools

Shanghai UniVista Industrial Software Group has launched an Agentic EDA framework, a native 3DIC physical-design tool and an advanced-process closure platform, expanding China's domestic...

Thursday 3 September 2026

CXMT's 'Hefei Project' exposed in Samsung DRAM theft case

South Korean prosecutors allege that Chinese memory maker ChangXin Memory Technologies (CXMT) set up an internal "Hefei Project" in 2016 to obtain Samsung Electronics' core DRAM technology...

Thursday 3 September 2026

BYD Semiconductor scales 4D radar chip for L2-L4 driving, deepening its in-house automotive sensing stack

BYD Semiconductor has begun mass production of a new automotive-grade 4D millimetre-wave radar chip built around its Xuanji A3 intelligent-driving architecture, expanding its in-house...

Thursday 3 September 2026

China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027

AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility...

Thursday 3 September 2026

Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure

India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity...

Thursday 3 September 2026

Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too

Samsung Electro-Mechanics (SEMCO) is set to expand the scope of its price increases, with market reports saying the company will raise direct-supply prices for multilayer ceramic capacitors...

Thursday 3 September 2026

Global smartphone outlook cut again as foldables shine

Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...

Thursday 3 September 2026

MiniMax, Z.ai revenues surge on API demand but adjusted losses widen

Two of China's first listed foundation-model developers are showing that demand for their technology can translate into rapidly growing revenue. Turning that demand into profit remains...

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