Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 3 February 2026

Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Tuesday 3 February 2026

ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships

Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...

Tuesday 3 February 2026

Japan's TDK leans on premium batteries while rare earth supply risks deepen

Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...

Tuesday 3 February 2026

China bans hidden EV door handles, forcing industry-wide redesigns

China has stepped up electric vehicle safety regulation, with the Ministry of Industry and Information Technology approving a new mandatory...

Tuesday 3 February 2026

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

The ZTE Corporation has scored a major win in its global patent dispute with Samsung Electronics after a US federal judge dismissed Samsung's FRAND contract and antitrust lawsuit,...

Tuesday 3 February 2026

Univacco Technology to launch Vietnam factory, targets global market competitiveness

Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...

Tuesday 3 February 2026

iPhone gains in China squeeze MediaTek, Qualcomm revenues

Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...

Tuesday 3 February 2026

Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan

Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening...

Tuesday 3 February 2026

China's AI competition heats up: ByteDance and Alibaba ready new flagship models

ByteDance and Alibaba are intensifying their battle for AI dominance in China with planned releases of new flagship models around the 2026 Lunar New Year. This competition marks one...

Tuesday 3 February 2026

Edge IPC market enters maturity stage as robotics and medical applications gain traction

The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026

Rising memory prices add cost pressures for IC design houses

Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...

Tuesday 3 February 2026

YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply

Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...

Tuesday 3 February 2026

NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations

NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...

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