Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 15 September 2026

China elevates HBM and HBF in five-year plan, opening a new front in AI memory

China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have jointly released the 15th Five-Year Plan for the Development...

Tuesday 15 September 2026

BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027

Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In...

Tuesday 15 September 2026

Global semiconductor revenue hits record US$425B in 2Q26

Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...

Tuesday 15 September 2026

China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit

While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...

Tuesday 15 September 2026

US FCC, White House tighten controls on power systems, raising the trust bar for Taiwanese suppliers

The US has taken steps to tighten controls on power systems and robotics equipment in line with its "America First" policy amid the latest geopolitical shifts, adding new uncertainties...

Tuesday 15 September 2026

Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

Tuesday 15 September 2026

AI demand reshapes capital allocation and operating models in telecom sector

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators,...

Tuesday 15 September 2026

China's EV boom enters a phase of overcapacity cleanup

Within a relatively short span of time, China has built a formidable EV industry that has proved difficult for any other country to match globally, nurtured by years of industrial...

Tuesday 15 September 2026

Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

Tuesday 15 September 2026

Tesla sets up Vietnam unit as VinFast dominates

Tesla has established a subsidiary in Vietnam as it prepares to enter the local market. Reuters reported that filing documents show...

Tuesday 15 September 2026

Chinese tech firms deepen open source push amid AI pacing debate

As US AI executives warn that artificial intelligence development may need to slow down, Chinese companies are pressing ahead with open...

Tuesday 15 September 2026

Taiwan's Ministry of Economic Affairs builds flagship Taiwan pavilions at international expos to boost auto parts exports

The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan...

Tuesday 15 September 2026

Chinese chip tools reach 35% of equipment installed at local fabs

Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key...

Tuesday 15 September 2026

Inside CIOE: takeaways from China's biggest optoelectronics show

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...

Tuesday 15 September 2026

South Korean firms hold 80% of the automotive OLED market

South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...

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