Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 29 June 2026

AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators...

Monday 29 June 2026

Samsung could become HBM market share leader in 2027

Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...

Monday 29 June 2026

Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026

BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push

BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into...

Monday 29 June 2026

Orbbec builds Vietnam factory to broaden global reach

Chinese 3D vision sensor maker Orbbec is expanding its global manufacturing network with a new production base in Vietnam, as robotics...

Monday 29 June 2026

China adds 40 Japanese entities to export control and watch lists

China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another...

Monday 29 June 2026

SK Hynix sets up new strategy unit as HBM race intensifies

South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move...

Monday 29 June 2026

Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action

China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to...

Monday 29 June 2026

China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026

Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial...

Monday 29 June 2026

Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and...

Monday 29 June 2026

CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage

CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium...

Monday 29 June 2026

FIT consolidates EV charging brands, builds Saudi plant to localize supply

Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance,...

Monday 29 June 2026

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented...

Monday 29 June 2026

Samsung slows next-gen memory push as price surge rewards existing lines

Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in...

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