Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 28 January 2026

Toppan keeps legal options open for Giantplus Technology's share transfer dispute

Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...

Wednesday 28 January 2026

SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary

SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...

Wednesday 28 January 2026

MetaX revenue more than doubles to US$230 million as losses narrow

China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...

Wednesday 28 January 2026

Musk plans to cut AI chip design cycle to 9 months

Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...

Wednesday 28 January 2026

Apple's iPhone 17 powers a strong quarter as memory costs soar

Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...

Wednesday 28 January 2026

BYD reportedly considers local assembly in India as local EV demand surges

Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according...

Wednesday 28 January 2026

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...

Wednesday 28 January 2026

Post-CES 2026: China leads humanoids, South Korea rivals the US

Humanoid robots are the next frontier of embodied intelligence, and CES 2026 was proof that Chinese companies are in the lead. Among the 38 humanoid robot companies that exhibited...

Wednesday 28 January 2026

KGD joins memory price rally with China vendor raising prices by up to 80%

A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...

Wednesday 28 January 2026

As China races to localize auto chips, Taiwan locks onto upmarket

In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...

Wednesday 28 January 2026

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...

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