Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 10 September 2026

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly...

Thursday 10 September 2026

Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and...

Thursday 10 September 2026

China's 6G race starts before the first 6G phone as satellite links move into the network core

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections...

Thursday 10 September 2026

Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

Chinese CPU maker Loongson recently announced a CNY2.3 billion (approx. US$342.7 million) capital increase, with the funds mainly going into information technology chips and core CPU...

Thursday 10 September 2026

Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers

Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection...

Thursday 10 September 2026

Panasonic Energy unveils high-temperature solid-state battery, targets industrial uses, robotics

Panasonic Energy has developed a new solid-state battery capable of operating at temperatures up to 150 degrees Celsius (302 degrees...

Thursday 10 September 2026

Samsung India reportedly cuts jobs as memory costs squeeze electronics unit

Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand...

Thursday 10 September 2026

Analysis: China chases EUV as chipmakers move to High-NA

The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production...

Thursday 10 September 2026

Yageo's August revenue hits record on AI demand

Yageo posted year-over-year and month-over-month revenue growth in August, extending its streak of record monthly highs to a sixth straight month. The passive components maker said...

Thursday 10 September 2026

Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU

Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI...

Thursday 10 September 2026

SuperAlloy advances semiconductor aluminum certification

SuperAlloy Industrial, a global automotive wheel supplier, reported August consolidated revenue of NT$550 million (approx. US$17.4 million), up 2.46% from a year earlier, and NT$5.052...

Thursday 10 September 2026

Silicon photonics boom could push InP supply-demand gap above 70%, triggering race for strategic optical resources

As AI drives the transition toward high-speed transmission technologies such as 800G and 1.6T, silicon photonics has become increasingly mainstream in high-speed optical communications,...

Thursday 10 September 2026

Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market

Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment,...

Thursday 10 September 2026

Three open source foundations share one stage in Shanghai

As AI applications move from the lab to large-scale deployment, China's open source ecosystem is increasingly focused on how to connect once-siloed technology layers to improve computing...

Thursday 10 September 2026

Taiwan virtual asset alliance builds next-gen financial infrastructure

As global digital finance accelerates, stablecoins, real-world asset tokenization, and digital assets are becoming core to the next generation of financial services. With Taiwan's...

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