Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 25 August 2026

Samsung SDI cashes out Samsung Display stake to fund battery expansion

Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

Tuesday 25 August 2026

OpenAI narrows gap as Anthropic's Fable 5 loses enterprise momentum

OpenAI has been gaining ground on Anthropic in enterprise AI spending, while Anthropic's flagship Claude Fable 5 has delivered less market traction than expected. The shift comes as...

Tuesday 25 August 2026

Novosense encoder launch highlights China's push into robot joint sensing

Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement...

Tuesday 25 August 2026

Toyota and Honda's US manufacturing push could reshape market share, not just tariffs

Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...

Tuesday 25 August 2026

Tactical drone market reshapes as startups and incumbents compete

The tactical drone market is entering a turning point in which legacy platform suppliers and software-driven startups are competing head-on while also seeking new roles through collaboration...

Tuesday 25 August 2026

China launches record auto recall over electronic door safety

China has launched its largest-ever auto recall, involving about 4.27 million vehicles over risks tied to electronic door emergency unlocking. The action is led by Tesla and a group...

Tuesday 25 August 2026

Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...

Tuesday 25 August 2026

SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...

Tuesday 25 August 2026

Samsung Display resumes A7 construction as foldable demand rebounds

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project...

Tuesday 25 August 2026

Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...

Monday 24 August 2026

Hotai and Nan Yang cut Taiwan auto market outlook as risks linger

Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile...

Monday 24 August 2026

Xiaomi taps TSMC to make chips for foldables, AI and autonomous driving

Xiaomi is expanding its in-house semiconductor push from smartphones into AI acceleration and autonomous driving, unveiling three Xring processors that deepen its reliance on TSMC...

Monday 24 August 2026

Advanced packaging substrates hit limits; ceramic cores rise to challenge glass materials

As hardware demands for artificial intelligence continue to surge, beyond increased size and complexity in chip packaging, advanced packaging substrates face mounting challenges: larger...

Monday 24 August 2026

German auto industry hardens stance against Chinese competition

Germany's top auto industry lobby, the German Association of the Automotive Industry (VDA), is overhauling its strategy as it hardens its stance on China. The group has said China...

Monday 24 August 2026

Europe's struggling auto industry turns to China, drawing US scrutiny

European automakers have been increasing collaboration with their Chinese counterparts in recent years, as they seek to break through...

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