Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 13 August 2026

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...

Thursday 13 August 2026

Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips

Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...

Thursday 13 August 2026

Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Changcun Capital, the investment arm backed by Yangtze Memory Technologies Co., has completed a strategic investment in RuiLiPingxin...

Thursday 13 August 2026

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026

South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund

As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...

Thursday 13 August 2026

Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips

Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward...

Thursday 13 August 2026

AgiBot overtakes Unitree as China expands its lead in humanoid robots

Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics,...

Thursday 13 August 2026

Apogee turns profitable in 2Q26 on AI data center demand

Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86...

Wednesday 12 August 2026

Electronic paper sheds niche label as ESL demand surges

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its...

Wednesday 12 August 2026

Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators...

Wednesday 12 August 2026

Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground

Whether Germany's renewed electric vehicle (EV) subsidies are inadvertently helping Chinese brands accelerate their push into Europe has become a closely watched issue across the global...

Wednesday 12 August 2026

OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

Wednesday 12 August 2026

CXMT DDR5 yield tops 90%, narrowing gap with Samsung

China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics...

Wednesday 12 August 2026

SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026

Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components,...

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