Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Thursday 22 January 2026

Advanced lenses become critical as drones move beyond photography

As the global drone market enters a new growth curve in 2026, an "airspace revolution" driven by military reconnaissance, industrial inspection, and logistics delivery is emerging...

Thursday 22 January 2026

Global robotaxi industry may take off in 2026

The global market for robotaxis is set to move decisively from long-held promise to commercial reality in 2026, as autonomous driving shifts from experimental pilots to an increasingly...

Wednesday 21 January 2026

Samsung reportedly exploring ASMPT for TCB supply

Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...

Wednesday 21 January 2026

Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion

Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...

Wednesday 21 January 2026

Sequoia Capital signals potential investment shift to Anthropic

Sequoia Capital is reportedly set to participate in a major funding round for AI startup Anthropic, marking a departure from its traditional practice of avoiding investments in direct...

Wednesday 21 January 2026

Twin rocket failures expose risks in China's space race

China's space launch program suffered a rare setback this week, as two rockets failed in separate launch attempts within hours of each other—an unusual break in a record of growing...

Wednesday 21 January 2026

China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up

Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have...

Wednesday 21 January 2026

Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a...

Wednesday 21 January 2026

Asus phases out mobile phones but stays in market due to Google deal

Asus announced on January 2, 2026, that it will not launch new smartphones in 2026, marking a strategic retreat from the mobile phone segment after more than two decades. Chairman...

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