Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 21 August 2026

China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump

National Silicon Industry Group (NSIG) reported a 36.51% rise in first-half 2026 revenue as shipments of 300mm semiconductor silicon wafers increased more than 90%, though continued...

Friday 21 August 2026

China's humanoid robot shipments hit 40,000 in the first half of 2026

China shipped more than 40,000 humanoid robots in the first half of 2026, lifting its share of global shipments to 97%, according to a development report released on August 20 at the...

Friday 21 August 2026

DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

The inference economy has arrived, and Taiwan's tech industry must transition from the "knowledge economy" to the "inference economy,"...

Friday 21 August 2026

Longcheer and Luxshare move into robot ODM

China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August...

Thursday 20 August 2026

Global server market, 2Q 2026: Supply constraints curb shipment momentum, global server shipments up 2.8% in 3Q26

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as...

Thursday 20 August 2026

Why Chinese automakers are racing into humanoid robots

As subsidies for China's new energy vehicle market gradually wind down and automaker margins continue to narrow, Beijing is shifting policy support toward embodied AI and humanoid...

Thursday 20 August 2026

Aurotek targets humanoid robot rollout gap with Physical AI push

Aurotek Corporation is accelerating its push into the robotics market, unveiling its first lights-out factory solution integrating multi-brand, multi-form-factor robots at Automation...

Thursday 20 August 2026

China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers

China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery...

Thursday 20 August 2026

China tightens grip on global LCD market as TV panel share tops 70%

The global LCD panel industry continues to consolidate around Chinese manufacturers, whose share of the LCD TV panel market has remained firmly above 70% and is gradually approaching...

Thursday 20 August 2026

AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027

Taiwan's government expects central tax revenue to reach NT$3.522 trillion in 2027, up 42% from the 2026 budget estimate, driven by continued growth in AI-related manufacturing and...

Thursday 20 August 2026

Nvidia physical AI executive Madison Huang appears at Beijing WRC after LG Seoul visit

Two days after visiting LG Electronics' robotics hub in Seoul, Nvidia executive Madison Huang was in Beijing on August 20 for the 2026 World Robot Conference (WRC), highlighting the...

Thursday 20 August 2026

Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics' August 19 listing on China's STAR Market brought the humanoid robot maker into the public-market spotlight, but attention...

Thursday 20 August 2026

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating...

Thursday 20 August 2026

AI drives network equipment demand as parts shortages deepen

AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...

Thursday 20 August 2026

Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt

Qualcomm is moving into the entry-level PC market with its Snapdragon C platform as Apple's US$599 MacBook Neo and surging DRAM and NAND costs squeeze low-priced Windows laptops from...

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