Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 17 April 2026

Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants

Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan.

Friday 17 April 2026

Lens Technology swings to loss on weak smartphone demand, FX pressure

Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...

Friday 17 April 2026

Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Friday 17 April 2026

Accelerating enterprise AI: Hardware advancements and compute architecture transformation

According to DIGITIMES, six major AI applications�Xchatbots, software development, image generation, video generation, enterprise operations automation, and manufacturing process automation�Xare...

Friday 17 April 2026

Samsung's VD division reviews China strategy as local rivals gain ground

Rumors of a restructuring of Samsung Electronics's China operations are gaining momentum, with reports suggesting potential scaling back—or...

Friday 17 April 2026

Spanish startup Openchip targets 2028 launch on agentic AI wave

Openchip's growth and product roadmap could reshape AI computing supply chains and deployment costs globally, offering lower-power alternatives and CPU-independent modules that could...

Friday 17 April 2026

Aurotek launches three AI robots to boost Taiwan's smart automation market

Aurotek's unveiling of three new intelligent robots on April 16, developed with partner Pudu Robotics, signals broader options for global industries seeking automation. The system...

Friday 17 April 2026

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...

Friday 17 April 2026

China outlines AI-led investment push and industrial upgrading under new five-year plan framework

China is preparing a new round of large-scale investment and industrial upgrading centered on AI infrastructure, advanced manufacturing, and strategic emerging industries, according...

Friday 17 April 2026

China wafer maker NSIG lifts revenue on 300mm momentum

National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...

Friday 17 April 2026

Taiwan's OSAT expansion could tighten global test capacity and raise costs

Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...

Friday 17 April 2026

China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon...

Friday 17 April 2026

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026

EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

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