Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 19 January 2026

China's rare earth supply hit by factory blast as exports slip

China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou...

Monday 19 January 2026

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Eutelsat, the satellite operator backed by the French and British governments, announced this week that it has placed an additional order...

Monday 19 January 2026

Glass fiber supply crunch hits AI hardware and Apple's 2026 devices

The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...

Monday 19 January 2026

Trump questions USMCA, opens door to Chinese carmakers

Speaking at the North American International Auto Show in Detroit this week, President Trump delivered a set of remarks that startled both policymakers and industry executives. He...

Monday 19 January 2026

Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion

Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile,...

Monday 19 January 2026

US-Taiwan investment MOU brings clarity on future auto tariffs

After months of negotiation, the United States and Taiwan have reached a provisional breakthrough in their tariff talks, signing a memorandum of understanding on investment cooperation...

Monday 19 January 2026

Cost pressures push China LED price hike despite soft markets

Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...

Monday 19 January 2026

China's Innosilicon launches LPDDR6 IP with commercial shipments

As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...

Monday 19 January 2026

Yageo implements chip resistor price increase amid rising precious metal costs

Yageo, a major Taiwanese manufacturer of passive components, has informed customers it will raise prices on specific chip resistors (R-Chip) products starting February 1, citing escalating...

Monday 19 January 2026

Apple leads global smartphone market, Huawei tops China in 2025

Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early...

Monday 19 January 2026

India roundup: Acer bets on growing PC penetration

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

Monday 19 January 2026

Advantest ATE lead times remain tight as AI and memory markets expand

As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...

Monday 19 January 2026

Oppo's reintegration of Realme signals push for cost discipline and sharper brand segmentation

Realme, once an independent smartphone brand, will be reintegrated as a sub-brand under Oppo in a strategic move to enhance competitive positioning. This realignment will see Oppo...

Monday 19 January 2026

Taiwan's DDI chipmakers fight for survival beyond displays

Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

Sunday 18 January 2026

South Korea signs IP pact again, China-linked tech leaks still dominate

South Korea's Intellectual Property Office (KIPO) signed a new Memorandum of Understanding (MOU) on intellectual property cooperation with China's National Intellectual Property Administration...

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