Global supply chain: China market

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IN THE NEWS

Tuesday 8 September 2026

Huawei shifts AI battle to HarmonyOS 7, turning Celia into system-level agent

Huawei's September 7 product launch was more than a Mate XT 2 and Kirin 9050 Pro refresh. HarmonyOS 7 and an upgraded Celia reveal a broader...

Tuesday 8 September 2026

CIOE 2026 opens in Shenzhen: 5,000 exhibitors chase the AI-driven optics boom

The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions...

Tuesday 8 September 2026

iPhone 18 Pro prices tipped to cross CNY10,000 as Apple faces China pricing test

Apple's fall product launch is approaching, and leaked pricing for the iPhone 18 lineup is beginning to circulate in China, pointing to higher prices for the company's next-generation...

Tuesday 8 September 2026

ViTrox rides AI demand, expands Taiwan push as Malaysia semiconductor base grows

After several years away from SEMICON Taiwan, Malaysia-based inspection equipment maker ViTrox returned to the show this year and has already confirmed plans to exhibit again next...

Tuesday 8 September 2026

Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow

The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...

Tuesday 8 September 2026

Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats

Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.

Tuesday 8 September 2026

Huawei Mate XT 2 debuts Kirin 9050 Pro at unchanged price

Huawei held a product launch event on the afternoon of September 7, unveiling the tri-fold Mate XT 2 flagship mobile phone and its Kirin 9050 Pro chipset in the spotlight, as well...

Tuesday 8 September 2026

Huawei Kirin 9050 Pro puts LogicFolding to the test with 55% density gain, 66% lower NPU power

Huawei's Kirin 9050 Pro is the first commercial test of its Tau Scaling Law, with the company claiming a 55% increase in transistor density at the same process node while cutting NPU,...

Tuesday 8 September 2026

Privacy displays become a premium smartphone battleground as Huawei brings one to a foldable

Huawei's Mate XT 2 combines an inward-folding tri-fold design with a built-in hardware privacy display, bringing two concepts already prominent...

Tuesday 8 September 2026

Macronix, Winbond, Etron see revenue surge through August as memory price rally continues

Memory manufacturers Macronix International, Etron Technology, and Winbond Electronics all reported surging revenue for the first eight months of 2026. As the memory upcycle continues,...

Tuesday 8 September 2026

Adata, Team Group post record August revenue as memory module makers build inventory for 2027

Major Taiwanese memory module manufacturers saw revenue remain at high levels in August 2026, as memory prices continued to rise. Adata Technology and Team Group both posted record-high...

Tuesday 8 September 2026

Shining a Light on the Precision Behind AI and Data Infrastructure

Discussion around advances in AI will often focus on model performance, chip launches, and compute scale. In practice, however, progress increasingly depends on something...

Tuesday 8 September 2026

South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets

South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries,...

Tuesday 8 September 2026

SST market grows 32% as global players race to secure position

As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage,...

Tuesday 8 September 2026

BYD weighs US$1B car-carrier order to support surging EV exports

BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising...

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