Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 21 September 2026

Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV

This week’s reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk’s unusual engineering push in Korea...

Monday 21 September 2026

Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as...

Monday 21 September 2026

Podcast highlights: iPhone Duo prices undercut expectations as Apple raises old models

DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models...

Monday 21 September 2026

ACM Research's Shanghai unit leans on overseas installs, panel-level plating for its next leg of growth

ACM Research Shanghai is staking its growth case on two developments: planned tool installations at customers outside mainland China...

Sunday 20 September 2026

AI capacity crunch drives up consumer tech costs, deepening China's deflation

Surging AI server demand is reshaping consumer electronics. Memory costs have risen sharply this year, prompting Huawei, Oppo, Xiaomi and Apple to raise prices on some smartphones...

Sunday 20 September 2026

Foxconn joins Quantron, Hongjing Drive in zero-emission commercial vehicle partnership

German commercial vehicle company Quantron and China's Hongjing Drive have formally agreed to establish a joint venture, Quantron China,...

Saturday 19 September 2026

MediaTek, Vivo bring 30B MoE models on-device in next AI phone race

MediaTek's new Dimensity 9600 Pro puts agentic AI at the center of its flagship smartphone strategy, supporting on-device mixture-of-experts...

Saturday 19 September 2026

Thailand plans to swap EV subsidies for import taxes to defend its production base

Thailand is preparing to abandon the subsidy-led policy that made it Southeast Asia's fastest-growing electric vehicle market, replacing...

Saturday 19 September 2026

Beyond Volkswagen, XPeng seeks to turn automotive R&D into a global tech enterprise

It has become increasingly evident that one of the factors undermining China's unparalleled competence in the global EV industry is manufacturing scale. But the continued development...

Saturday 19 September 2026

Ventec invests NT$1.5 billion in Kunshan expansion for AI, HDI orders

Copper-clad laminate (CCL) manufacturer Ventec International Group has approved an expansion budget of NT$1.5 billion (approx. US$47.11...

Friday 18 September 2026

Analysis: China's 15th five-year plan spotlights diamond for AI chip thermal management

China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have highlighted ultra-wide bandgap (UWBG) semiconductor materials,...

Friday 18 September 2026

Winbond cements server NOR lead with Infineon deal

Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...

Friday 18 September 2026

CXMT eyes NAND amid global shortage, taking aim at YMTC

ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM...

Friday 18 September 2026

China's AI data center token costs hinge on access to advanced GPUs

China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing...

Friday 18 September 2026

China's memory push gains ground across LPDDR6, advanced NAND, with HBM still the test

AI is reshaping the global memory industry, tightening supply while creating an opening for China's domestic suppliers. With Samsung...

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