Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 6 July 2026

Foreign automakers turn China plants into export hubs as Toyota takes slower path

Foreign automakers are rapidly reshaping their China operations into export platforms as local electric-vehicle (EV) makers continue to erode demand for gasoline cars. For global consumers...

Monday 6 July 2026

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang...

Monday 6 July 2026

Huawei HarmonyOS misses China government OS shortlist despite top security rating

Huawei's HarmonyOS missed one of China's largest annual government desktop operating system (OS) procurement shortlists, showing that...

Monday 6 July 2026

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI...

Monday 6 July 2026

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third...

Monday 6 July 2026

SEMI warns Trump admin against meddling in memory market

SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply...

Monday 6 July 2026

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026

Huawei chip chief proposes Tau Law V2 centered on time-based scaling

Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed...

Monday 6 July 2026

Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools

Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai,...

Monday 6 July 2026

Apple's foldable phone could lift foldable market momentum

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...

Monday 6 July 2026

Foldable phone market braces for second-half launch wave

The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...

Monday 6 July 2026

Taiwan scooter sales rise in June as SYM holds lead and Gogoro surges

Taiwan's scooter market picked up pace in June, a trend that may matter for global suppliers, EV watchers, and consumer brands watching two-wheeler demand in Asia. Sales rose across...

Monday 6 July 2026

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize...

Monday 6 July 2026

AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

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