Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 July 2026

Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

Wednesday 29 July 2026

ADLINK expands robotics portfolio, targets 10% revenue share by 2028

The rise of physical AI is shifting the robotics market from technical demonstrations towards real-world deployment and viable business models. ADLINK is positioning edge computing...

Wednesday 29 July 2026

AI, memory clients lock in long-term orders for Leading Technology

Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...

Wednesday 29 July 2026

Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain

AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK...

Wednesday 29 July 2026

China rejects US AI model theft claims, says American firms distill Chinese models too

China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models,...

Wednesday 29 July 2026

Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges

New-car registrations in Europe's midsize and large SUV market reached 476,000 in the first five months of 2026, nearly tripling from four years earlier. As the market expands rapidly,...

Wednesday 29 July 2026

Taiwan offshore wind blueprint lifts outlook for developers

The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...

Wednesday 29 July 2026

China Mobile adds AI and HD video to its mobile voice calling service

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more...

Wednesday 29 July 2026

LG Innotek tops second quarter forecasts on stronger camera module and substrate sales

LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...

Wednesday 29 July 2026

Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage

The wave of factory automation is reshaping global manufacturing at an unprecedented pace. To respond to the mounting pressure for higher efficiency, tighter quality...

Tuesday 28 July 2026

Qualcomm chip price hike to squeeze China's Android makers on two fronts

China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from...

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...

Tuesday 28 July 2026

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

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