Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 22 July 2026

China smartphone shipments fall 3% in first half as Huawei regains No. 1

China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect...

Wednesday 22 July 2026

Taiwan tariff uncertainty slows US car sales and opens a window for local brands

Rumors of a possible zero-tariff deal for US-made cars in Taiwan have kept buyers and dealers in wait-and-see mode for months, with pricing and sales plans for imported vehicles still...

Wednesday 22 July 2026

Taiwan auto market sees 2H26 recovery as sales and promotions improve

Taiwan's new-car market showed signs of recovery in the first half of 2026, with June sales rising more than 20% year on year and monthly volume returning to the level seen in the...

Wednesday 22 July 2026

Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle

The global foldable smartphone market is entering a new product cycle as Apple prepares to debut its first foldable iPhone and Samsung Electronics reportedly reshapes its foldable...

Wednesday 22 July 2026

Xiaomi raises 2026 phone target as memory prices strain brands

China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...

Wednesday 22 July 2026

China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition...

Wednesday 22 July 2026

Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Wednesday 22 July 2026

TSMC's Arizona capex draws Taiwanese capital, with J&V Energy staking US$88M on land for spillover gains

TSMC continues to expand its investment in Arizona, accelerating not only the relocation of semiconductor equipment and materials suppliers...

Wednesday 22 July 2026

OpenAI chair says enterprise AI will shift from token costs to outcomes

OpenAI Chair Bret Taylor said businesses will soon stop closely tracking token costs as artificial intelligence spending management becomes more automated. Speaking to CNBC,...

Wednesday 22 July 2026

'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

Wednesday 22 July 2026

GLT helps Smobio Technology scale biotech materials for global orders

Smobio Technology, a strategic investment of Global Lighting Technologies (GLT), will officially list on Taiwan's Emerging Stock Board...

Tuesday 21 July 2026

Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6

Haesung DS has reportedly added China's CXMT as a customer for DDR5 package substrates as the South Korean supplier expands its DDR5 business...

Tuesday 21 July 2026

China's magnet exports hit records — but the tap stays political

China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a...

Tuesday 21 July 2026

Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster

Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government subsidies, and cost measures squeezing margins for brands and suppliers alike....

Tuesday 21 July 2026

Middlemen emerge as ASEAN's No. 2 AI compute buyers

In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...

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