Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 5 March 2026

Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Thursday 5 March 2026

WT Microelectronics sees 2026 growth despite memory price hikes

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...

Wednesday 4 March 2026

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...

Wednesday 4 March 2026

BYD sales surpass Tesla in 20 countries with vertical integration and local production

Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...

Wednesday 4 March 2026

Gogoro gains market share in Taiwan with entry-level scooters amid Lunar New Year slump

Taiwan's scooter market declined in February 2026 due to the Lunar New Year holiday, with fewer working days for vehicle registration. Total monthly sales dropped to 44,817 units in...

Wednesday 4 March 2026

FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries

LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx...

Wednesday 4 March 2026

TSMC dominates global foundry rankings while four Chinese players enter top 10

ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...

Wednesday 4 March 2026

ASML seeks new growth in AI packaging beyond EUV monopoly

ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

Wednesday 4 March 2026

Delta Electronics chairman says AI humanoid robots remain immature

Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype...

Wednesday 4 March 2026

Global OSAT industry, 2026

Global OSAT revenue is estimated to grow by 12.8% in 2026, and AI applications will contribute to advanced packaging business revenues.

Wednesday 4 March 2026

Hisense leads 100-inch TV shipments as Chinese brands surge in 2025

The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL...

Wednesday 4 March 2026

Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge

Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping...

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