Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 15 September 2026

Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Tuesday 15 September 2026

CXMT rides AI boom to 80% operating margin

China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

Monday 14 September 2026

Australia sets LNG reserve rules to protect domestic supply and cap prices

Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied...

Monday 14 September 2026

Kokusai Electric gains from Hitachi split as AI memory demand surges

Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...

Monday 14 September 2026

Behind the BRICS handshake: How far can the China-India reset go?

China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using...

Monday 14 September 2026

STMicro lead times top 1 year, boosting Taiwan chip makers

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026

China optical firms target photonics with mixed high-end, lower-cost push

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026

Notebook shipment update, July 2026

DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs

Monday 14 September 2026

China accelerates e-SIM's leap from wearables to smartphones

China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Monday 14 September 2026

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...

Monday 14 September 2026

Beijing municipality bans civilian drones starting mid-November

China's capital, Beijing, is tightening drone controls further, with the municipal legislature approving revisions to the Beijing Regulations on Unmanned Aircraft Management that will...

Monday 14 September 2026

Z.ai reloads with US$5 billion for China's AI race

Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

Monday 14 September 2026

Gritek to take full control of 12-inch silicon wafer venture in major restructuring

Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company...

Monday 14 September 2026

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...

Monday 14 September 2026

China's OLED expansion narrows South Korea's auto, IT panel lead

China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South...

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