Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 10 September 2026

Apple's first foldable lands at US$1,999, and the constraint is the panel

Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899...

Wednesday 9 September 2026

AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain

Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications...

Wednesday 9 September 2026

Huaqin signs Nanchang projects as robotics push widens

Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection,...

Wednesday 9 September 2026

Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem

Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing...

Wednesday 9 September 2026

Jin Lian Cheng expands into semiconductor wafer fab UPS battery recycling

Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply...

Wednesday 9 September 2026

China expands OLED capacity, challenging South Korea in IT and automotive display markets

South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology...

Wednesday 9 September 2026

China reportedly tightens humanoid robot IPO rules as market mania meets reality

China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses...

Wednesday 9 September 2026

Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%

Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...

Wednesday 9 September 2026

Realtek expands cloud AI push with ASIC and SSD chips

Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company...

Wednesday 9 September 2026

Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning...

Wednesday 9 September 2026

China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers

China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer...

Wednesday 9 September 2026

CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve...

Wednesday 9 September 2026

JD.com's real target with 3 million robots: physical AI

JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the...

Wednesday 9 September 2026

Weblink posts record August revenue on AI, premium computing demand

Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...

Wednesday 9 September 2026

Smart applications boost AOPEN, Acerpure revenue

Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.

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