Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 15 September 2026

Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...

Tuesday 15 September 2026

Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges

PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...

Tuesday 15 September 2026
Exclusive: China's 8-inch SiC suppliers turn to pricing discipline after 6-inch price war
As the silicon carbide (SiC) industry shifts from 6-inch to 8-inch wafer manufacturing, leading China-based substrate suppliers are...

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall
After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Tuesday 15 September 2026
CXMT rides AI boom to 80% operating margin
China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

Monday 14 September 2026
Australia sets LNG reserve rules to protect domestic supply and cap prices
Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied...

Monday 14 September 2026
Kokusai Electric gains from Hitachi split as AI memory demand surges
Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...

Monday 14 September 2026
Behind the BRICS handshake: How far can the China-India reset go?
China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using...

Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026
China optical firms target photonics with mixed high-end, lower-cost push
The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026
Notebook shipment update, July 2026
DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs

Monday 14 September 2026
China accelerates e-SIM's leap from wearables to smartphones
China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Monday 14 September 2026
DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...

Monday 14 September 2026
Beijing municipality bans civilian drones starting mid-November
China's capital, Beijing, is tightening drone controls further, with the municipal legislature approving revisions to the Beijing Regulations on Unmanned Aircraft Management that will...

Monday 14 September 2026
Z.ai reloads with US$5 billion for China's AI race
Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

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