Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 8 April 2026

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

Wednesday 8 April 2026

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...

Wednesday 8 April 2026

Kioxia considers first dividend as long-term contracts shape global memory strategy

Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...

Wednesday 8 April 2026

Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform

China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.

Wednesday 8 April 2026

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.

Wednesday 8 April 2026

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential...

Wednesday 8 April 2026

China's first dedicated supply chain security law raises the compliance stakes

On March 31, Chinese Premier Li Qiang signed Order No. 834 issued by the State Council, which was officially released on April 7 as the Regulations of the State Council on Industrial...

Wednesday 8 April 2026

SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era

SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...

Wednesday 8 April 2026

Broadcom, Google, and Anthropic alliance faces MediaTek competition

Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...

Wednesday 8 April 2026

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's...

Wednesday 8 April 2026

In the race to autonomy, Level 2+ emerges as the winner

The global adoption of advanced driver-assistance systems, or ADAS, and autonomous vehicles is expected to rise from 66 percent in 2025 to 94 percent by 2035. Within that...

Wednesday 8 April 2026

With SpaceBridge, BWant anchors Taiwan's satellite ambitions

As global demand for satellite communications accelerates, Taiwan's role in the supply chain is beginning to shift. On April 2, BWant...

Wednesday 8 April 2026

China export controls spark global InP supply concerns for AI high-speed transmission

Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...

Wednesday 8 April 2026

Arm reportedly plans to sell AGI CPUs in China despite core licensing ban

Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...

Wednesday 8 April 2026

Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation

Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI...

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