Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 23 June 2026

High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the...

Tuesday 23 June 2026

AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

Tuesday 23 June 2026

Gogoro to unveil upgraded in-wheel motor scooter as Taiwan EV demand recovers

Gogoro is preparing to launch a new electric scooter on June 23, 2026, that industry supply-chain sources said will feature an in-wheel motor, dual batteries and upgraded performance...

Monday 22 June 2026

AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe....

Monday 22 June 2026

SK Hynix overtakes Samsung as HBM boom reshapes Korea's chip industry

SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's...

Monday 22 June 2026

Soaring contract prices put memory's big three on course for blockbuster 2026 profits

The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price...

Monday 22 June 2026

China launches 2026 NEV rural promotion campaign to accelerate EV expansion into county-level markets

China's Ministry of Industry and Information Technology (MIIT), Ministry of Commerce, and three other government departments announced on June 18 the launch of a new round of the 2026...

Monday 22 June 2026

MW-level flash charging competition escalates as BYD, Geely, CATL compete for industry influence

In China's new energy vehicle (NEV) market, industry leader BYD introduced megawatt-level (MW) flash charging technology more than a year ago and further enhanced its fast-charging...

Monday 22 June 2026

TSMC glass substrate rollout unlikely before 2030

The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving...

Monday 22 June 2026

How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit...

Monday 22 June 2026

Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease

Major Taiwan auto parts makers said they expected market conditions to improve in the second half of 2026 as tariff and geopolitical uncertainties eased, executives announced during...

Monday 22 June 2026

Groq CEO sees GPU and LPU as complementary as AI compute demand grows

Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO...

Monday 22 June 2026

AI server supply chain expansion accelerates across Southeast Asia

AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...

Monday 22 June 2026

Panjit upgrades hot swap tech to drive 2H26 growth

AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to...

Monday 22 June 2026

China opens STAR Market pathway for AI model firms amid funding race

China's artificial intelligence (AI) industry has received another major policy boost. At the 2026 Lujiazui Forum in Shanghai, China Securities Regulatory Commission (CSRC) Chairman...

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