Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 10 March 2026

Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls

The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...

Tuesday 10 March 2026

China's EV charging war: BYD strikes back at CATL

China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve...

Tuesday 10 March 2026

BOE capex slowdown raises concerns for Korean display equipment suppliers

Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...

Tuesday 10 March 2026

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...

Monday 9 March 2026

US auto market hits a wall as subsidies dry up and buyers max out

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...

Monday 9 March 2026

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...

Monday 9 March 2026
China warns Nexperia dispute could trigger new global chip shortage
China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

Monday 9 March 2026
China's new Five-Year Plan pairs tech push with consumption pivot
China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national...

Monday 9 March 2026
Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand
Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to...

Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders
AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...

Monday 9 March 2026
South Korea's IC design moves to bridge demand and local foundries
Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only...

Monday 9 March 2026
Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...

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