Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 9 September 2026

IT panel peak season loses its edge after brands stocked too early

The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...

Wednesday 9 September 2026

European automakers expand China software teams amid layoffs

European automakers are reportedly expanding software teams in China even as they cut jobs and close plants, as they race to complete the "last mile" of software-defined vehicle (SDV)...

Wednesday 9 September 2026

China's AI computing plan targets sixfold growth and 100,000-card clusters

China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...

Wednesday 9 September 2026

Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

Wednesday 9 September 2026

US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret

The NSA, CISA, and the FBI are asking American frontier AI developers to treat model outputs themselves as an exfiltration surface, in a joint Cybersecurity Advisory that names six...

Wednesday 9 September 2026

Chinese automakers face globalization test in overseas push

China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas....

Wednesday 9 September 2026

Qualcomm to build custom AI inference chips for AWS

Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since...

Wednesday 9 September 2026

China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling

Chinese GPU developer Biren Technology has teamed up with Shanghai University to establish an Integrated Circuit Intelligent Chip Joint Laboratory, expanding their cooperation into...

Wednesday 9 September 2026

Taiwanese suppliers are being demoted to second tier as Xiaomi squeezes prices

Xiaomi Auto moved aggressively in September 2026, officially launching its second product line, the SkyNomad extended-range SUV series, on September 7. The company also said cumulative...

Wednesday 9 September 2026

Uber Eats names Samuel Li Taiwan GM

Uber Eats on September 8 named Samuel Li as its Taiwan general manager, as the delivery platform continues to deepen its local market presence and partner relationships, and drive...

Wednesday 9 September 2026

IQE returns to profit in 1H26, warns on China InP risk

IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium...

Wednesday 9 September 2026

Realtek expands Wi-Fi 8, optical communications, ASICs, keeps Nvidia partnership low-profile

ITRI held its 15th Laureate Ceremony on September 7, honoring three new laureates in 2026: TSMC executive vice president and co-COO Y.P. Chyn, Realtek chairman Sun-Chien Chiu, and...

Wednesday 9 September 2026

LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers

LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being...

Wednesday 9 September 2026

Analysis: When 72% of the world's EV batteries are Chinese, one defect travels

A battery quality controversy involving GAC Aion has put supplier CALB, the world's fourth-largest EV battery maker, under scrutiny and highlighted a less comfortable side of China's...

Wednesday 9 September 2026

Indonesia bets on a full EV supply chain as BYD opens its Subang plant

Indonesia's industry minister said the country has the resources to build a complete domestic electric vehicle chain, speaking in Subang,...

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