Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 9 April 2026

Aspeed and ASMedia propelled to top IC design ranks

Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through—most notably Aspeed and...

Thursday 9 April 2026

CATL invests in China's Zhongheng Electric as AI demand surges

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing...

Thursday 9 April 2026

When will CPO actually see mass production?

The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...

Thursday 9 April 2026

Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided

Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...

Thursday 9 April 2026

Alibaba tightens AI strategy with CEO-led committee and executive reshuffle

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive...

Thursday 9 April 2026

China's EVE Energy ramps up capacity amid energy storage boom

EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...

Thursday 9 April 2026

China faces 300,000 semiconductor talent gap, warns SMIC founder

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite...

Thursday 9 April 2026

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...

Thursday 9 April 2026

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...

Thursday 9 April 2026

EV market cooling pushes US battery makers into energy storage

US efforts to localize lithium battery production are encountering a new challenge: a mismatch between supply and demand, driven by political shifts and changes to subsidy programs...

Thursday 9 April 2026

Phison Electronics sees AI-driven demand surge, downplays retail memory price swings

Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...

Thursday 9 April 2026

Helium and tungsten shortages threaten South Korea's semiconductor industry

China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...

Thursday 9 April 2026

China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip

In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean...

Thursday 9 April 2026

China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle

Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...

Thursday 9 April 2026

Apple hit by Mac shipping delays as DRAM shortage intensifies

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...

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