Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 10 April 2026

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

Friday 10 April 2026

TCL-Sony merger shifts the competitive landscape for Korean TV giants

China's TCL and Japan's Sony have finalized plans to merge their television and audio businesses into a joint venture. The deal marks a significant shift in the global TV industry...

Friday 10 April 2026

Taiwan targets Poland's drone supply chain as Eastern European demand surges

Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...

Friday 10 April 2026

Alibaba's Qwen tops Korea's AI benchmark

Alibaba's Qwen models occupy the top four positions on South Korea's K-AI Leaderboard, overtaking domestic AI models from LG AI Research, SK Telecom, and Naver.

Friday 10 April 2026

San'an Optoelectronics executives under further investigation amid family control concerns

China's LED leader San'an Optoelectronics has seen its core executives placed under official investigation, raising market concerns over corporate governance and operational stability...

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...

Friday 10 April 2026

CXMT targets 12-layer HBM production by 2027, closing gap with Korea

China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...

Friday 10 April 2026

China's 6G wait: SoC vendors brace for years of sluggish smartphone demand

Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices...

Friday 10 April 2026

Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification

As AI and high-performance computing (HPC) demand surges and the semiconductor supply chain undergoes accelerating restructuring, structural changes are emerging in the critical materials...

Friday 10 April 2026

Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach

Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...

Thursday 9 April 2026

OpenClaw development and market status

OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.

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,...

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