Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 June 2026

China Electric targets 40% lighting market share with retail push

China Electric, which sells lighting products under the TOA brand, is aiming for a 2026 turnaround by reversing second-quarter losses,...

Thursday 18 June 2026

Interview: MicroLED and SiPh eye 3.2T AI data race

The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away...

Wednesday 17 June 2026

Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma

The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to...

Wednesday 17 June 2026

Snap unveils Specs AR glasses as AI wearables market expands

Snap unveiled its new Specs augmented reality (AR) glasses at the Augmented World Expo on June 16. Its offering comes at a time when...

Wednesday 17 June 2026

BOE starts production at China's first 8.6G AMOLED line

BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying...

Wednesday 17 June 2026

Inside DeepSeek's US$7.4 billion funding raise: China's AI champion keeps investors close and control closer

Chinese AI lab DeepSeek has closed its first external funding round, raising more than CNY50 billion (approx. US$7.4 billion) in a deal that values the large-language model developer...

Wednesday 17 June 2026

Tong Yang sees steadier auto parts demand as tariff and conflict risks ease

Tong Yang Group said global auto parts demand could stabilize in the second half of 2026 as tariff uncertainty eases and Middle East tensions cool, a shift that may help restore order...

Wednesday 17 June 2026

Li Auto's new automotive chip and what it says about China's EV market

Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development...

Wednesday 17 June 2026

Shihlin Electric plans North America-focused plant as five business lines drive double-digit growth

Shihlin Electric said on June 17 that it expected double-digit revenue and profit growth for 2026, driven by momentum across five business lines: Taiwan Power grid resilience projects,...

Wednesday 17 June 2026

Alibaba moves Qwen AI into robotics with first embodied intelligence suite

Alibaba Group has unveiled its first suite of artificial intelligence (AI) models for robots, taking its Qwen family beyond chatbots and software agents into machines that can navigate,...

Wednesday 17 June 2026

China PCB maker DSBJ bets US$1.2 billion on AI optical modules

Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing...

Wednesday 17 June 2026

Kaynes' Japan push signals India's bid to become an alternative chip packaging hub

India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold...

Wednesday 17 June 2026

InnoScience wins GaN patent battle against Infineon in China

InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power...

Wednesday 17 June 2026

D-Link bets on AI therapy robots, targeting 100,000-unit shipments in 2027

D-Link is accelerating its transformation from a networking equipment brand into a broader AI and connectivity company, with CEO CJ Chang saying 2026 will mark the company's "rebirth"...

Wednesday 17 June 2026

Lithium carbonate prices recover as battery costs face fresh pressure

Lithium carbonate prices are beginning to recover as demand from China's power batteries and the global energy storage market strengthens...

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