Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 July 2026

China rejects US AI model theft claims, says American firms distill Chinese models too

China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models,...

Wednesday 29 July 2026

Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges

New-car registrations in Europe's midsize and large SUV market reached 476,000 in the first five months of 2026, nearly tripling from four years earlier. As the market expands rapidly,...

Wednesday 29 July 2026

Taiwan offshore wind blueprint lifts outlook for developers

The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...

Wednesday 29 July 2026

China Mobile adds AI and HD video to its mobile voice calling service

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more...

Wednesday 29 July 2026

LG Innotek tops second quarter forecasts on stronger camera module and substrate sales

LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...

Wednesday 29 July 2026

Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage

The wave of factory automation is reshaping global manufacturing at an unprecedented pace. To respond to the mounting pressure for higher efficiency, tighter quality...

Tuesday 28 July 2026

Qualcomm chip price hike to squeeze China's Android makers on two fronts

China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from...

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...

Tuesday 28 July 2026

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026

SK Hynix enters LPDDR6 production race with Xiaomi first in line

SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...

Tuesday 28 July 2026

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...

Tuesday 28 July 2026

China speeds up 4 new cars a day, intensifying shakeout

China's blistering pace of new-car launches — expected to average four new vehicles a day in the first half of 2026 — is...

Tuesday 28 July 2026

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...

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