Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 15 October 2026

ProLogium targets AI data centers, aviation with solid-state batteries

ProLogium Technology is accelerating the development of non-automotive markets for its all-solid-state batteries, targeting AI data centers, aviation, and humanoid robots as electric...

Thursday 15 October 2026

United Renewable Energy targets 2x US revenue by 2027 as solar module prices double

Amid the global energy transition, localized supply chains, and rising demand for non-China supply chains, United Renewable Energy is working with Sino-American Silicon Products to...

Thursday 15 October 2026

Applied Materials tracks 100-plus fabs as cleanroom capacity limits equipment growth

Applied Materials tracked more than 100 wafer fabrication projects worldwide over the past two quarters as strong artificial intelligence demand continued to meet constraints in cleanroom...

Thursday 15 October 2026

Applied Materials targets AI-driven semiconductor equipment growth through 2030

Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030...

Thursday 15 October 2026

HiSilicon expands DDI push across all display sizes

Huawei subsidiary HiSilicon is actively expanding its display chip footprint, with its display driver IC (DDIC) development once again capturing...

Thursday 15 October 2026

SEMI sees glass substrates entering market by 2028

The rapid expansion of AI and data center chip package sizes is accelerating the adoption of glass substrates, with SEMI's Beth Keser now forecasting market entry around 2028, two...

Thursday 15 October 2026

Taiwan solar manufacturers turn to US market as domestic approvals stall, low-cost imports intensify

Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition...

Thursday 15 October 2026

US solar import price floor faces four challenges as December deadline approaches

The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However,...

Thursday 15 October 2026

Murata eyes earlier MLCC expansion as AI server demand surges

Murata Manufacturing is considering additional investment and an earlier expansion of multilayer ceramic capacitor (MLCC) capacity as demand from AI servers accelerates. The company...

Thursday 15 October 2026

Yulon Nissan sees Taiwan auto market holding at 420,000 units through 2027 amid EV, import growth

Yulon Nissan Motor president Chen-hsiang Yao expects Taiwan's auto market to remain at approximately 420,000 vehicles in 2026, excluding heavy vehicles, supported by growing demand...

Thursday 15 October 2026

Star Asia Vision targets digital out-of-home market with new products, Nichia partnership

Star Asia Vision (SAVC), a display and systems integrator under Taiwan-Asia Semiconductor, is focusing on growth in the digital out-of-home (DOOH) advertising market by expanding software-hardware...

Wednesday 14 October 2026

BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising...

Wednesday 14 October 2026

Tsang Yow's semiconductor revenue share reaches 12%

Automotive drivetrain manufacturer Tsang Yow reported consolidated revenue of NT$86.36 million (US$2.69 million) in September 2026, down 2.3% month-over-month and 1.24% year-over-year...

Wednesday 14 October 2026

Kingboard Laminates raises thin-cloth laminates, prepreg prices 15% in eighth hike of 2026

Kingboard Laminates Holdings (KB Laminates), a leading Chinese manufacturer, announced its eighth price increase of 2026 on October 13, raising prices by 15% for laminates and prepreg...

Wednesday 14 October 2026

Ubiqconn satellite revenue jumps 175% as 3Q26 operations recover

Ubiqconn Technology reported September 2026 consolidated revenue of NT$142 million (US$4.4 million), up 32.4% month-on-month and 6.7% year-on-year. Third-quarter revenue rose 9.6%...

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