Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 23 June 2026

Smartphone demand and chip supply pressures cloud 2H26 peak season outlook

Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...

Tuesday 23 June 2026

Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos

Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will...

Tuesday 23 June 2026

Microsoft's Satya Nadella warns against AI profits being absorbed by just a few companies

Microsoft CEO Satya Nadella warned against allowing only a handful of companies to economically profit from the new AI era. In an interview with Bloomberg, he critiqued the...

Tuesday 23 June 2026

Infineon and InnoScience's GaN patent fight hardens market split

Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins...

Tuesday 23 June 2026

YMTC Holdings exits XMC as state-backed Optics Valley investor takes control

China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation...

Tuesday 23 June 2026

Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map

China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated...

Tuesday 23 June 2026

MediaTek issues official price hike notice, products facing supply constraints likely to increase first

Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and...

Tuesday 23 June 2026

Laster Tech secures Mexico orders through 2029 and moves into AI robot supply

Laster Tech said its new Mexico plant already has order visibility through 2029, underscoring how automakers are reshaping supply chains across North America and beyond. The LED automotive...

Tuesday 23 June 2026

TECO, Billion Watts and Tun Green Power form JV to develop Australia solar and storage projects

TECO Electric & Machinery's Australia unit, Billion Watts, and Tun Green Power announced a strategic partnership to develop the Seaspray solar and battery energy storage project...

Tuesday 23 June 2026

High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the...

Tuesday 23 June 2026

AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

Tuesday 23 June 2026

Gogoro to unveil upgraded in-wheel motor scooter as Taiwan EV demand recovers

Gogoro is preparing to launch a new electric scooter on June 23, 2026, that industry supply-chain sources said will feature an in-wheel motor, dual batteries and upgraded performance...

Monday 22 June 2026

AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe....

Monday 22 June 2026

SK Hynix overtakes Samsung as HBM boom reshapes Korea's chip industry

SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's...

Monday 22 June 2026

Soaring contract prices put memory's big three on course for blockbuster 2026 profits

The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price...

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