Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 24 April 2026

SMIC returns to advanced packaging, scales team to boost AI chip strategy

China's leading foundry, SMIC, is quietly recalibrating its strategy, moving beyond its long-standing focus on front-end wafer manufacturing...

Friday 24 April 2026

Intel flags price increases and supply shortages as CPU demand strengthens

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...

Friday 24 April 2026

Largan, Sunny Optical target FAU in push toward CPO and AI optics

Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...

Friday 24 April 2026

UK BEV prices fall below petrol and diesel, reshaping competitive landscape

Falling battery-electric vehicle prices in the UK — now averaging GBP785 (US$1,059) below petrol and diesel models — could accelerate global EV competition by lowering...

Friday 24 April 2026

China chipmaker scales beyond security ICs into AI, automotive

Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while...

Thursday 23 April 2026

Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market

Faced with declining hardware sales as high interest rates and shrinking demand crunch the global consumer electronics market, Samsung Electronics and LG Electronics are pursuing strategies...

Thursday 23 April 2026

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...

Thursday 23 April 2026

China hands 11.5-year sentence in rare earth, semiconductor data leak case

China is intensifying investigations and enforcement against data leaks in critical sectors across its industrial supply chain, targeting areas such as rare earths, semiconductors,...

Thursday 23 April 2026

Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks

Chinese tech giants Tencent Holdings and Alibaba Group are reportedly in talks to invest in AI startup DeepSeek, as the company seeks fresh funding that could value it at more than...

Thursday 23 April 2026

Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show

Volkswagen's plan to launch 50 electric models by 2030 while cutting global production capacity signals major structural shifts for consumers, suppliers, and markets worldwide. The...

Thursday 23 April 2026

Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets

A former researcher at Samsung Electronics was sentenced to seven years in prison on April 22 by a South Korean court for leaking core semiconductor trade secrets to a Chinese competitor...

Thursday 23 April 2026

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...

Thursday 23 April 2026

SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026

SK Hynix flags persistent HBM shortage as demand outpaces supply

SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...

Thursday 23 April 2026

Parade offsets weak PC demand with TTED, high-speed, and automotive growth

Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...

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