CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 17 April 2026
Meta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US
The US$2 billion acquisition of AI startup Manus by Meta Platforms has sent shockwaves through the Chinese tech ecosystem, exposing the fragility of the "Singapore-washing" strategy...
Friday 17 April 2026
Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
Friday 17 April 2026
Taiwan and Japan solidify lead in transmission component market for humanoid robots
The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...
Friday 17 April 2026
J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...
Thursday 16 April 2026
China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...
Thursday 16 April 2026
China tightens rules against foreign supply chain decoupling
The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules...
Thursday 16 April 2026
China's homegrown GPU startups gain ground in global AI chip race

China's domestic GPU industry is entering a new phase of rapid commercialization, as leading startups post strong revenue growth while...

Thursday 16 April 2026
Renesas reports accelerated MRDIMM adoption in China
As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
Thursday 16 April 2026
US tightens ban on Chinese components, reshaping robotics supply chains

Washington's push to purge Chinese links from critical supply chains is hardening, and the effects are rippling through the global robotics...

Thursday 16 April 2026
Samsung targets May HBM4E samples for Nvidia after validation

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

Thursday 16 April 2026
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026
TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
Thursday 16 April 2026
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...
Thursday 16 April 2026
YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

Thursday 16 April 2026
Falling margins and memory crisis causing spec downgrades on TV panels
Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...