Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 10 March 2026

Moxa eyes Middle East market growth amid energy and AI infrastructure demand

Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...

Tuesday 10 March 2026

Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays

The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...

Tuesday 10 March 2026

SK On cuts nearly 1,000 jobs at US battery plant as EV demand wanes

South Korea's SK Innovation (SKI) subsidiary SK On announced on March 6 a reduction of 968 employees—37% of its 2,566-strong workforce—at its battery factory in Commerce,...

Tuesday 10 March 2026

Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...

Tuesday 10 March 2026

TSMC's Arizona fab turns profitable, validating US chipmaking push

TSMC's Arizona facility posted strong profitability in the fourth quarter of 2025, underscoring the commercial viability of advanced chip manufacturing in the US, according to DIGITIMES...

Tuesday 10 March 2026

Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%

Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established...

Tuesday 10 March 2026

Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls

The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...

Tuesday 10 March 2026

China's EV charging war: BYD strikes back at CATL

China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve...

Tuesday 10 March 2026

BOE capex slowdown raises concerns for Korean display equipment suppliers

Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...

Tuesday 10 March 2026

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...

Monday 9 March 2026

US auto market hits a wall as subsidies dry up and buyers max out

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...

Monday 9 March 2026

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...

Monday 9 March 2026
China warns Nexperia dispute could trigger new global chip shortage
China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

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