Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 7 August 2026

Chicony Electronics lifts second-quarter profit on commercial demand and AI products

Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end...

Friday 7 August 2026

Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026

Huawei's Richard Yu warns of smartphone price hikes as memory costs soar

Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...

Thursday 6 August 2026

Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

Thursday 6 August 2026

Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2...

Thursday 6 August 2026

Ample Electronic posts record July sales as MLCC demand strengthens

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped...

Thursday 6 August 2026

ByteDance founder shuns AI distillation, wary of more US scrutiny

ByteDance founder Zhang Yiming recently said that the company would not use distillation to train its AI models, even if they fall...

Thursday 6 August 2026

Elite Semiconductor rides niche DRAM price hikes

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July...

Thursday 6 August 2026

Second-tier foundries' repair rally lifts margins back to 30%

The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...

Thursday 6 August 2026

China smartphone shipments fall 5.5% as 5G models gain share

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...

Thursday 6 August 2026

US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026

Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap

Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.

Thursday 6 August 2026

Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026

China steps up EV battery and smart-driving inspections on five automakers

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

Thursday 6 August 2026

AI orders give Soonest visibility into 2027

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

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