Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

Thursday 22 January 2026

Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group...

Thursday 22 January 2026

PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026

TYC expands presence in automotive supply chain with US manufacturing push

TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...

Thursday 22 January 2026

Chinese banks turn to satellites, boosting the country's commercial space industry

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial...

Thursday 22 January 2026

Commentary: China's NPI edge comes under pressure

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...

Thursday 22 January 2026

Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...

Thursday 22 January 2026

Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...

Thursday 22 January 2026

US-Taiwan tariff deal clears key uncertainty for chipmakers, says GlobalWafers chair

GlobalWafers chairwoman Doris Hsu spoke to the media on January 21, outlining the company's current US strategy and sharing her views on the recently finalized US-Taiwan tariff agr...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Thursday 22 January 2026

Nanya expects memory shortage through 1H27 amid surging demand

Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...

Thursday 22 January 2026

Rising China-Japan tensions put semi materials in the spotlight

As tensions between China and Japan escalate over export controls on rare earths and semiconductor materials, China is accelerating efforts...

Thursday 22 January 2026

Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Thursday 22 January 2026

Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

Thursday 22 January 2026

US-Canada trade tensions rattle Detroit's Big Three

A century-old automotive trading relationship between the US and Canada is approaching a breaking point, accelerated by repeated statements...

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