Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 18 September 2026

Foldable smartphone panel shipments fall 13% in 1H26 as market shifts to in-fold designs

Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint...

Friday 18 September 2026

Taiwan central bank warns market stability hinges on AI monetization

Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese...

Friday 18 September 2026

Housing slump and plant builds diverge as Tung Ho Steel sees AI demand support

Electric-arc furnace steelmaker Tung Ho Steel said Taiwan's real-estate slowdown has dragged down rebar orders in 2026, while high-tech investment and plant construction have strongly...

Friday 18 September 2026

China sees a second chance in VLEO as AI shifts the satellite race from chips to networks

Starlink's massive scale in conventional low-Earth-orbit (LEO) satellites has markedly reinforced the satellite giant's aggressive grip on the commercial space industry for the next...

Friday 18 September 2026

GaN is winning the AI power argument, not yet the cost battle

Gallium nitride (GaN) is emerging as a key power semiconductor for AI data centers, where rising rack power and the shift toward higher-voltage...

Friday 18 September 2026

Huawei Connect 2026: Huawei scales supernodes into million-card AI systems

Huawei is extending its AI infrastructure strategy beyond individual accelerators and storage systems, unveiling an Agentic supercluster...

Friday 18 September 2026

Z.ai's next growth engine starts where compute scarcity ends

Chinese AI developer Z.ai has raised its 2026 year-end annual recurring revenue (ARR) target by 25% to US$3 billion after fresh financing...

Friday 18 September 2026

CATL looks beyond China's passenger-car squeeze as electric trucks become the next growth front

The expansive reach of CATL's entrenched battery grip on the EV market has persisted through years of undefeated market share, pinning many Chinese automakers against severe component...

Friday 18 September 2026

Taoyuan to sign high-end IC substrate MOU with Unimicron, Kinsus as Aerotropolis zone takes shape

In response to rapid AI market growth, the Taoyuan City Government announced plans to establish a 40-hectare high-end integrated circuit...

Friday 18 September 2026

FIT hedges its AI optics bets with Corning EBO, TSMC co-packaging talks

Foxconn Interconnect Technology (FIT) chairman Sidney Lu said AI demand remains strong, with overall capacity near full utilization...

Friday 18 September 2026

Winbond's Infineon buyout puts GigaDevice under pressure

Winbond Electronics' US$1.12 billion acquisition of Infineon's NOR Flash and ferroelectric RAM (F-RAM) businesses has drawn close attention...

Thursday 17 September 2026

AMD pivots to China developer ecosystems as Nvidia retreats

As Nvidia gradually retreats from China's high-end AI accelerator market amid strict US export controls, Advanced Micro Devices (AMD)...

Thursday 17 September 2026

Memory LTAs lock up 50-70% of capacity

The memory industry remains in short supply, and major chipmakers are raising the share of capacity committed to long-term supply agreements (LTAs) while extending their duration from...

Thursday 17 September 2026

The Trump-Jensen speakerphone diplomacy: how Nvidia turned political pressure into a seat at the table

The relationship between Nvidia CEO Jensen Huang and US President Donald Trump has evolved from policy friction to a strategic alignment. The rapid shift in their dynamic reflects...

Thursday 17 September 2026

Humanoid robots could reshape MEMS demand as physical AI advances

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave...

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