Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 30 July 2026

China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts

China's 28nm DUV lithography programme has entered a new phase after Shanghai Aishengna Electronic Technology delivered its first five immersion deep ultraviolet lithography system...

Thursday 30 July 2026

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

Thursday 30 July 2026

China rejects 'overcapacity' claims in new policy paper, defends industrial strategy

China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept...

Thursday 30 July 2026

Qualcomm completes Modular acquisition to expand AI software platform

Qualcomm has completed its acquisition of Modular, strengthening its push into AI software that can run across devices, data centers, and edge systems worldwide. The deal could broaden...

Thursday 30 July 2026

Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

Thursday 30 July 2026

US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security

As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...

Thursday 30 July 2026

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...

Thursday 30 July 2026

Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026

AMD's Helios gains ground in challenge to Nvidia's CUDA

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...

Thursday 30 July 2026

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...

Thursday 30 July 2026

Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China

As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating...

Thursday 30 July 2026

Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Thursday 30 July 2026

Roborock sees Taiwan as a test market for smart cleaning devices

A once-mocked robot vacuum category has become central to smart home cleaning as busy lifestyles, health concerns, and climate conditions...

Thursday 30 July 2026

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...

Thursday 30 July 2026

AI demand squeezes memory supply, pressuring PC and TV markets

At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...

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