Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 29 June 2026

SK Hynix sets up new strategy unit as HBM race intensifies

South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move...

Monday 29 June 2026

Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action

China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to...

Monday 29 June 2026

China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026

Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial...

Monday 29 June 2026

Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and...

Monday 29 June 2026

CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage

CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium...

Monday 29 June 2026

FIT consolidates EV charging brands, builds Saudi plant to localize supply

Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance,...

Monday 29 June 2026

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented...

Monday 29 June 2026

Samsung slows next-gen memory push as price surge rewards existing lines

Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in...

Monday 29 June 2026

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other...

Monday 29 June 2026

Infineon counters Innoscience claim after China GaN patent setback

Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming...

Monday 29 June 2026

Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...

Monday 29 June 2026

Jih Lin rides AI power demand to clip packaging

Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...

Sunday 28 June 2026

LG Chem weighs CCL expansion as AI chip demand strains supply

LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as...

Sunday 28 June 2026

2nm advanced process waste surges 13x, Techzone targets semiconductor ESG waste treatment market

As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical...

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