Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 2 September 2026

Nvidia and Micron top NT$4.4T in Taiwan investment

On the eve of the opening of SEMICON Taiwan 2026, the Ministry of Economic Affairs (MOEA) hosted the Semicon Network Summit, where President Ching-Te Lai said Nvidia invests and procures...

Wednesday 2 September 2026

Samsung, SK Hynix inventories surge as valuation reserves fall

Samsung Electronics and SK Hynix ended the first half of 2026 holding sharply more inventory than six months earlier, an unusual development in a memory market where demand continues...

Wednesday 2 September 2026

Semicon Taiwan 2026 to test cloud AI investment boom

Cloud AI capital expenditure continues to shatter market expectations, sparking growing concerns over whether the spending surge is overheating and heading toward a bubble. Semicon...

Wednesday 2 September 2026

World's first legged robot standard sets global benchmark for humanoids, robot dogs

China-led experts have released what CCTV described as the world's first international standard for legged robots, creating a common framework for evaluating humanoid robots,...

Wednesday 2 September 2026

Certain Micro targets AI test-interface demand with three Semicon products

As Semicon Taiwan 2026 gets underway, semiconductor test-interface structural parts maker Certain Micro Application Technology (CMAT) announced three core product lines aimed at rising...

Wednesday 2 September 2026

China's Galactic Energy puts PALLAS-1 in orbit, raising stakes in reusable rocket race

Chinese private launch company Galactic Energy Space Technology Co. has successfully flown PALLAS-1, its medium-to-large reusable liquid-fuel rocket, marking its expansion into a dual...

Wednesday 2 September 2026

MediaTek pushes advanced packaging and supply chain to keep pace with AI

Speaking at the 3DIC Global Summit at SEMICON Taiwan 2026, MediaTek general manager T.Y. Lau revealed the publicly disclosed cost structure of the B200 accelerator, saying that after...

Wednesday 2 September 2026

Meta reportedly taps SeeYA for Phoenix OLEDoS panels as BOE fails to qualify

Meta has reportedly tapped Chinese microdisplay maker SeeYA Technology to supply OLED-on-silicon (OLEDoS) panels for its next-generation...

Wednesday 2 September 2026

Marvell sees silicon photonics scaling from late 2027, with Taiwan and TSMC at the center

Marvell SVP and chief technology officer Radha Nagarajan offered a clearer timeline for the commercialisation of co-packaged optics, or CPO, during a media briefing at SEMICON Taiwan...

Wednesday 2 September 2026

Manus resumes independent operations after Meta deal collapses

Manus has resumed independent operations under its founding team, closing a turbulent chapter that began with Meta Platforms' multibillion-dollar acquisition of the AI agent startup...

Wednesday 2 September 2026

ByteDance-ZTE Nubia NaviX Ultra clears launch hurdle, takes agentic AI beyond smartphone assistants

ByteDance and ZTE are preparing to launch the Nubia NaviX Ultra in September after the AI smartphone received China's network access approval, clearing the regulatory process from...

Wednesday 2 September 2026

Chinese foundry Hua Hong Grace adds 55,000-wpm Wuxi capacity in US$4.17 billion Phase III buildout

Chinese foundry Hua Hong Grace Semiconductor (HHGrace) is preparing another major expansion of its 12-inch wafer capacity, reinforcing its specialty-process footprint after a sharp...

Wednesday 2 September 2026

China moves to curb overseas price wars as automakers accelerate global expansion

China has introduced new guidelines aimed at steering its automotive industry toward more orderly competition overseas as domestic automakers...

Wednesday 2 September 2026

TCL CSOT bets on InP laser chips as supply tightens

Indium phosphide (InP) is emerging as one of the tightest supply constraints in AI data-center optical interconnects. Lumentum CEO Michael Hurlston has said publicly that the supply-demand...

Wednesday 2 September 2026

MCU chipmaker Sonix sees supply crunch lasting through 2026, memory shortage hits imaging shipments

Sonix Technology expects consumer IC and MCU sales to keep growing in the second half of 2026, but memory shortages could slow imaging-product shipments. AI-driven demand is also squeezing...

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