Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 16 September 2026

Chip revenue heads to US$2.4 trillion on price, not volume, Yole says

The semiconductor industry is on track to nearly quadruple in revenue by 2031 while shipping barely more silicon than it does today, a divergence that makes pricing power, not capacity,...

Tuesday 15 September 2026

Tesla's rare-earth-free Cybercab challenges China's grip on EV magnets

With Tesla's EV ambitions growing amid a years-long push toward full electrification, the deployment of the Cybercab has emerged as a major experiment testing the boundaries of autonomous...

Tuesday 15 September 2026

How AI real-world deployment is rewriting IPC business models

Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics...

Tuesday 15 September 2026

High-capacity memory shortages worsen: Team Group reveals edge AI strategy amid rising price pressures

As memory shortages worsen, Team Group is aggressively deepening its footprint in the industrial control market. Vice general manager...

Tuesday 15 September 2026

AI servers are eating MLCC capacity, and Chinese suppliers are taking what's left

AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

Tuesday 15 September 2026

China's Guoxin Micro buys its way into power-chip manufacturing

Unigroup Guoxin Microelectronics plans to acquire WeEn Semiconductors for CNY1.9 billion (≈ US$283 million), giving the Chinese...

Tuesday 15 September 2026

MediaTek unveils first 2nm chip to run 30 billion AI models on phones arriving this quarter

MediaTek has become the first merchant silicon vendor to announce a 2-nanometer smartphone processor, unveiling the Dimensity 9600 Pro...

Tuesday 15 September 2026

BYD's 2027 triple play could rewrite the EV race

BYD is lining up solid-state batteries, faster charging, and higher-level automated driving around 2027, potentially removing several...

Tuesday 15 September 2026

China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

Tuesday 15 September 2026

Beyond H100: China's GPU makers chase scale, not just parity

China's domestic GPU industry is entering a tougher phase: matching high-end accelerator performance is no longer enough. Vendors must...

Tuesday 15 September 2026

DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting

DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.

Tuesday 15 September 2026

China's humanoid robot race, Part 1: Mass production outruns proven demand

China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

Tuesday 15 September 2026

Minebea Mitsumi pauses M&A to chase AI hardware demand

Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...

Tuesday 15 September 2026

China elevates HBM and HBF in five-year plan, opening a new front in AI memory

China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have jointly released the 15th Five-Year Plan for the Development...

Tuesday 15 September 2026

BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027

Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In...

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