CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Wednesday 30 September 2026
Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem
Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister...
Wednesday 30 September 2026
Foundry 2.0 revenue hits record as growth spreads beyond TSMC
Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...
Wednesday 30 September 2026
CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.
Wednesday 30 September 2026
Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026
Vulcan wins US Army drone magnet contract as China decoupling drives selection
US rare-earth magnet startup Vulcan Elements has reportedly won a supply contract for the US Army's SkyFoundry drone program, underscoring Washington's push to localize drone production...
Wednesday 30 September 2026
Qualcomm sees smart glasses leading AI wearables boom; AI pins, pendants follow

Among personal AI devices beyond smartphones, smart glasses remain the fastest-growing category, according to Ziad Asghar, senior vice...

Wednesday 30 September 2026
From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...
Wednesday 30 September 2026
Micro LED smartwatches set back as costs remain a fatal hurdle
Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has...
Wednesday 30 September 2026
Inside China's 3D DRAM push: from lab to fab, and the road ahead
China's push into 3D DRAM is moving from early-stage research into wafer processes and equipment, with efforts spanning the Institute of Microelectronics of the Chinese Academy of...
Wednesday 30 September 2026
Dat Bike challenges VinFast with simpler EV scooter strategy
Vietnamese electric scooter brand Dat Bike has launched its family-oriented ERA model with a starting price of VND29.9 million (US$1,151.22), pairing it with a self-developed "integrated...
Wednesday 30 September 2026
Rare earths loom over US-China trade truce
The US-China trade truce was extended after last week's Trump-Xi summit, but China's dominance of rare-earth supply chains remains a key pressure point as Washington tries to stabilize...
Wednesday 30 September 2026
Powering Next-Gen AI: Materials Enabling Advanced Packaging's Future

As artificial intelligence (AI) and high-performance computing (HPC) drive unprecedented demands on semiconductor performance, materials are playing an increasingly critical...

Tuesday 29 September 2026
RoboTechnik completes Hong Kong listing to fund ficonTEC expansion in silicon photonics
RoboTechnik completed a Hong Kong listing on September 29 and began trading on the Hong Kong stock exchange, according to its German photonics automation subsidiary ficonTEC. The new...
Tuesday 29 September 2026
Foxtron writes a new chapter in Taiwan auto history
Taiwan's auto market has faced plenty of challenges in recent years, from broader industry headwinds to continued scrutiny of domestic car production. Against that backdrop, Foxconn-backed...
Tuesday 29 September 2026
Samsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customers
Samsung Electronics' foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and...