Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

Thursday 18 December 2025

US-China AI rivalry shifts to the power front

Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic...

Thursday 18 December 2025

InnoCare eyes steady growth in 2026 as AI accelerates medical applications

InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually...

Thursday 18 December 2025

SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

SpaceX could go public as early as 2026 and emerge as one of the world's most valuable listed companies, with market estimates putting...

Wednesday 17 December 2025

Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components

South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's...

Wednesday 17 December 2025

MetaX jumps in Shanghai IPO as China pushes homegrown GPUs

MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...

Wednesday 17 December 2025

Taiwan IPC industry and player status, 2025

Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.

Wednesday 17 December 2025

Samsung tri-fold phone sees strong sales despite high repair costs

Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...

Wednesday 17 December 2025

CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain

China-based battery equipment maker CHR Hangko is actively expanding its production base in South Korea, aiming to deepen its presence in the local rechargeable battery supply chain...

Wednesday 17 December 2025

MSScorps eyes rebound as angstrom-era and silicon photonics demand surges

MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers...

Wednesday 17 December 2025

Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets

Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions,...

Wednesday 17 December 2025

China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025

Memory shortages threaten to cut panel demand in 2026

Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...

Wednesday 17 December 2025

Nvidia H200 volatility disrupts China's SOE compute strategy

China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...

Wednesday 17 December 2025

EU and US chart divergent paths to counter China's EV battery dominance

China continues to dominate the electric vehicle (EV) and battery supply chain. In response, the EU and the US have unveiled comprehensive measures to counterbalance Beijing's lead...

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