Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 11 January 2026

Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure

China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus...

Sunday 11 January 2026

CATL teams up with Nio to tackle the next phase of China's EV boom

China's largest battery maker, CATL, said it had signed a strategic cooperation agreement with the electric vehicle (EV) manufacturer...

Sunday 11 January 2026

LinkCom targets high-end networking as magnetic component sales rebound

With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers...

Sunday 11 January 2026

WinWay reports record revenue growth driven by AI demand in 2025

Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing...

Sunday 11 January 2026

Taiwan's telecom sector reshaped after mergers, profitability up but revenue growth stalls

Taiwan's telecommunications industry is navigating a "new three kingdoms era" two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star),...

Sunday 11 January 2026

China's humanoid robots outsell US rivals in 2025 shipments

Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show...

Saturday 10 January 2026

China semiconductor leaders urge caution on Nvidia H200 deals

Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA),...

Saturday 10 January 2026

Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry

With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook...

Saturday 10 January 2026

LG Display sets transparent OLED as next growth pillar for automotive, XR

LG Display president Jeong Chul-dong has pledged to make transparent OLED a core growth priority in 2026, aiming to lift panel transparency from 45% to 70% as the company targets...

Saturday 10 January 2026

LCD TV panel prices rise in January with potential for further gains in February

As 2026 begins, the LCD TV panel market typically enters a seasonal slowdown. However, due to the upcoming FIFA World Cup and strategic order increases by South Korean TV brands,...

Friday 9 January 2026

AMEC chairman plans share sale after restoring Chinese citizenship

AMEC disclosed on January 8, 2026, that its founder and chairman, Gerald Yin, plans to reduce his personal shareholding over the next...

Friday 9 January 2026

CES 2026: Chinese humanoid robots grab spotlight

Chinese robotics developers appeared at CES 2026 with a stronger focus on commercial deployment, highlighting embodied intelligence and real-world applications as companies sought...

Friday 9 January 2026

Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

Shanghai Iluvatar CoreX Semiconductor, a Chinese general-purpose GPU developer, listed on the Hong Kong Stock Exchange's Main Board on...

Friday 9 January 2026

AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split

China's domestic lithography sector is entering another phase of internal restructuring, with AMIES Technology consolidating industrial assets originally spun out from Shanghai Micro...

Friday 9 January 2026

Commentary: China redirects AI race to manufacturing systems

China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...

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