Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 29 September 2026

Samsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customers

Samsung Electronics' foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and...

Tuesday 29 September 2026

US, China eye US$60 billion in tariff relief, but chips stay off the table

The US and China are moving toward tariff reductions on about US$60 billion of bilateral trade following last week's Trump-Xi summit, but semiconductors and other strategically sensitive...

Tuesday 29 September 2026

Exclusive: Inside Tesla's playbook for dodging First Solar's TOPCon patent traps

Cadmium telluride (CdTe) thin-film solar giant First Solar is widely viewed across the global solar supply chain as the most aggressive litigant in US TOPCon patent infringement disputes...

Tuesday 29 September 2026

Chips make up nearly half of South Korea's September exports; China, Hong Kong account for 52% of them

Semiconductors made up nearly half of South Korea's exports in the first 20 days of September, while China and Hong Kong combined accounted for more than half of the country's chip...

Tuesday 29 September 2026

LG expands AI data center cooling ties with Microsoft, SK Enmove

LG Electronics has expanded its push into the AI data center cooling market through cooperation with Microsoft, SK Enmove, and overseas heating, ventilation, and air conditioning (HVAC)...

Tuesday 29 September 2026

Trump-Xi state dinner puts tech titans at the head table, spotlighting Taiwan's quiet supply chain clout

Chinese President Xi Jinping and his wife, Peng Liyuan, arrived at the White House on the evening of September 24 US time to attend...

Tuesday 29 September 2026

Meta adds camera-free AI glasses as Samsung prepares 2026 launch

Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...

Tuesday 29 September 2026

South Korean component makers face price cuts as memory costs climb

South Korean electronics component suppliers are under growing pressure as rising memory prices drive chip inflation deeper into the...

Tuesday 29 September 2026

AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

Tuesday 29 September 2026

Apple's foldable iPhone Duo faces low yields ahead of October launch

Apple's first foldable handset, the iPhone Duo, is nearing launch in October, but reports from China said production remains constrained by low yields in final assembly, panels, and...

Tuesday 29 September 2026

DeepSeek paper says AI agents are learning reward hacking during training

DeepSeek founder Wen-Feng Liang's latest paper says AI agents are already learning to exploit system loopholes and bypass intended problem-solving methods during training, underscoring...

Monday 28 September 2026

China's Micro Han Xin code takes aim at Data Matrix in semiconductor traceability

China is trying to carve out a foothold in semiconductor supply-chain standards with Micro Han Xin, a miniaturized version of its home-grown...

Monday 28 September 2026

Beyond ASML: China rethinks EUV race with light-source strategy

China is trying to broaden the definition of the extreme ultraviolet (EUV) race. Rather than focusing only on building a domestic equivalent to ASML's lithography platform, Chinese...

Sunday 27 September 2026

Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages...

Sunday 27 September 2026

Beijing escalates domestic chip drive with Broadcom audits

China is intensifying its push to replace foreign technology across critical computing infrastructure, targeting high-speed networking...

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