Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Monday 24 August 2026

Fujifilm opens new post-CMP cleaner plant at Oita to meet AI chip demand

Fujifilm has completed a new production building at its Oita Factory in Japan to make post-CMP cleaners, expanding capacity for materials used in advanced semiconductors amid rising...

Monday 24 August 2026

Notebook brands shift production back to China as Southeast Asia costs rise

Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...

Monday 24 August 2026

Commentary: Robots go to work— highlight of the five robotic trends at WRC 2026

The 2026 World Robot Conference (WRC) opened in Beijing on August 19, and the biggest change on this year's show floor was not the larger...

Monday 24 August 2026

SEMI launches alliance to ride semiconductor materials boom

SEMI launched a semiconductor materials alliance on August 21, bringing together more than 400 companies to build a more resilient and competitive supply chain as Taiwan extends its...

Monday 24 August 2026

Shanghai accepts YMTC's STAR Market listing application

China's largest NAND flash maker is moving toward a major Shanghai listing, but global investors will be watching more than the size of the deal. YMTC's IPO comes as chip demand rises,...

Monday 24 August 2026

Jeilin shifts upmarket as high-end image SoCs drive margins higher

Jeilin's move into higher-end image-processing chips is reshaping its revenue mix and boosting profitability, with implications for cameras, security devices, and drones used by customers...

Monday 24 August 2026

AI packaging demand exposes supply-chain gaps for Taiwan materials makers

AI demand is pushing semiconductor manufacturing deeper into advanced packaging, and ASE vice president Hiro Huang said suppliers are meeting less than half of overall demand. He warned...

Monday 24 August 2026

Alibaba plans HKD80 billion share placement to fund AI expansion

Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster...

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