Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 14 September 2026

Behind the BRICS handshake: How far can the China-India reset go?

China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using...

Monday 14 September 2026

STMicro lead times top 1 year, boosting Taiwan chip makers

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026

China optical firms target photonics with mixed high-end, lower-cost push

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026

Notebook shipment update, July 2026

DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs

Monday 14 September 2026

China accelerates e-SIM's leap from wearables to smartphones

China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Monday 14 September 2026

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...

Monday 14 September 2026

Beijing municipality bans civilian drones starting mid-November

China's capital, Beijing, is tightening drone controls further, with the municipal legislature approving revisions to the Beijing Regulations on Unmanned Aircraft Management that will...

Monday 14 September 2026

Z.ai reloads with US$5 billion for China's AI race

Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

Monday 14 September 2026

Gritek to take full control of 12-inch silicon wafer venture in major restructuring

Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company...

Monday 14 September 2026

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...

Monday 14 September 2026

China's OLED expansion narrows South Korea's auto, IT panel lead

China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South...

Monday 14 September 2026

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Monday 14 September 2026

Hua Hong Grace completes Huali Micoelectronics acquisition, state parent raises stake

Hua Hong Grace (HHGrace) has completed the share issuance for its acquisition of a 97.4988% stake in Huali Microelectronics (HLMC),...

Monday 14 September 2026

A Taiwan PCB maker's China affiliate is worth three times its parent — and the parent just bought more of it

UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management...

Monday 14 September 2026

Blokcert launches Gefjon AI to help Taiwan charging operators improve profitability as EV demand rebounds

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under...

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