Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 25 January 2026

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Sunday 25 January 2026

Fan motor demand drives growth for Taiwan analog chip makers

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...

Saturday 24 January 2026

China advances T1000 carbon fiber supply chain for semiconductor materials

As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...

Saturday 24 January 2026

US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Saturday 24 January 2026

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction...

Saturday 24 January 2026

LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%

The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily...

Saturday 24 January 2026

European automakers face US-China squeeze as South America emerges as key buffer

European car manufacturers are confronting a complex geopolitical and economic dilemma that threatens their global competitiveness. Increasing tariffs and unpredictable policies in...

Saturday 24 January 2026

Mercedes-Benz Taiwan poised for price adjustments following anticipated US tariff reductions amid trade talks

As Taiwan-US tariff negotiations near finalization, Mercedes-Benz Taiwan signals potential vehicle price reductions on US-made models, reflecting prospective customs duty cuts. The...

Friday 23 January 2026

Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation

Kinpo Group held its annual year-end party on January 21, during which company chairman Jerry Hsu highlighted that US tariff policies in early 2025 had temporarily stalled the global...

Friday 23 January 2026

China pushes space-based AI from concept to deployment, industry group says

As demand accelerates for satellite connectivity and AI in space, China's push into orbital computing is showing new momentum.

Friday 23 January 2026

Taiwan-US tariff agreement expected to boost machine tool industry's global growth and reshape market dynamics

Taiwan and the US have reached an agreement on a reciprocal 15% tariff for machine tools, eliminating stacked tariffs, a move anticipated to invigorate the sector in early 2026 after...

Friday 23 January 2026

Compal chair predicts memory shortage, price surge to last until 2027

A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...

Friday 23 January 2026

Resistor price surge spreads as Walsin Technology hikes pricing

Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology...

Friday 23 January 2026

AI and automotive growth drive rising demand for quartz frequency components

The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...

Friday 23 January 2026

Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion

Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's...

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