Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 20 March 2026

Apple CEO visits China at 50th anniversary event to strengthen supply chain

Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...

Friday 20 March 2026

Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens

Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...

Friday 20 March 2026

China's AI robot industry surges on market freedom and strategic autonomy

Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological...

Friday 20 March 2026

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...

Thursday 19 March 2026

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Thursday 19 March 2026

SK Hynix posts record pay, R&D, and capex in 2025

Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...

Thursday 19 March 2026

Micron ramps spending as cleanroom constraints cap memory supply

Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...

Thursday 19 March 2026

China's photoresist push moves from lab wins to mass supply

China's semiconductor materials localisation is shifting into commercial scale, with domestic photoresist suppliers moving from pilot validation to mass supply, marking a turning point...

Thursday 19 March 2026

Nexperia's China split sends orders to Taiwan

Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...

Thursday 19 March 2026

Amazon's Trainium 3 rumors clash with supplier optimism

Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...

Thursday 19 March 2026

Foldable phone shipments may near 30 million in 2026 as Apple enters market

Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...

Thursday 19 March 2026

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...

Thursday 19 March 2026

Column: OpenClaw pulls AI from cloud to the edge

OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.

Thursday 19 March 2026

As Chinese automakers push overseas, Western suppliers reclaim upper hand

Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents...

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