Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

SAS shifts SiC strategy with 12-inch wafers and AI glasses innovation

Facing intense price wars triggered by China's rapid expansion in the global silicon carbide (SiC) wafer industry, Sino-American Silicon Products (SAS) chairwoman Doris Hsu has decisively...

Thursday 22 January 2026

AI PC battle heats up as Nvidia and MediaTek join forces

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...

Thursday 22 January 2026

How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural...

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...

Thursday 22 January 2026

Kioxia warns of tight NAND supply through 2027

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

Thursday 22 January 2026

GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year

GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...

Thursday 22 January 2026

Chinese AI chipmakers face mixed reactions to Nvidia H200 block

The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

Thursday 22 January 2026

Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group...

Thursday 22 January 2026

PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026

TYC expands presence in automotive supply chain with US manufacturing push

TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...

Thursday 22 January 2026

Chinese banks turn to satellites, boosting the country's commercial space industry

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial...

Thursday 22 January 2026

Commentary: China's NPI edge comes under pressure

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...

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