Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 26 January 2026

Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Monday 26 January 2026

Ennostar’s Micro LED bet targets a bottleneck inside AI server racks

Ennostar Corp. is advancing its Micro LED technology from display applications to short-distance data transmission within AI server racks, aiming to achieve a significant boost in...

Monday 26 January 2026

iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply

The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...

Monday 26 January 2026

Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector

Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access"...

Sunday 25 January 2026

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Sunday 25 January 2026

Fan motor demand drives growth for Taiwan analog chip makers

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...

Saturday 24 January 2026

China advances T1000 carbon fiber supply chain for semiconductor materials

As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...

Saturday 24 January 2026

US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Saturday 24 January 2026

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction...

Saturday 24 January 2026

LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%

The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily...

Saturday 24 January 2026

European automakers face US-China squeeze as South America emerges as key buffer

European car manufacturers are confronting a complex geopolitical and economic dilemma that threatens their global competitiveness. Increasing tariffs and unpredictable policies in...

Saturday 24 January 2026

Mercedes-Benz Taiwan poised for price adjustments following anticipated US tariff reductions amid trade talks

As Taiwan-US tariff negotiations near finalization, Mercedes-Benz Taiwan signals potential vehicle price reductions on US-made models, reflecting prospective customs duty cuts. The...

Friday 23 January 2026

Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation

Kinpo Group held its annual year-end party on January 21, during which company chairman Jerry Hsu highlighted that US tariff policies in early 2025 had temporarily stalled the global...

Friday 23 January 2026

China pushes space-based AI from concept to deployment, industry group says

As demand accelerates for satellite connectivity and AI in space, China's push into orbital computing is showing new momentum.

Friday 23 January 2026

Taiwan-US tariff agreement expected to boost machine tool industry's global growth and reshape market dynamics

Taiwan and the US have reached an agreement on a reciprocal 15% tariff for machine tools, eliminating stacked tariffs, a move anticipated to invigorate the sector in early 2026 after...

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