Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 16 September 2026

AI efficiency fuels Jevons Paradox debate over HBM demand

As artificial intelligence (AI) models move from answering questions to autonomously completing multi-step tasks, OpenAI's new model GPT-6 Astra, or Astra, is drawing fresh market...

Wednesday 16 September 2026

MediaTek keeps Dimensity 9600 Pro on HBPoP as cost drives decisions

MediaTek officially unveiled the Dimensity 9600 Pro on September 15, 2026, drawing significant industry attention to its choice of packaging...

Wednesday 16 September 2026

Huawei reportedly scales back AITO role as Seres takes greater control

Huawei and Seres, a Chongqing-based premium manufacturer of high-end electric NEVs, are reportedly adjusting their smart vehicle partnership in the AITO brand. Huawei would shift toward...

Wednesday 16 September 2026

Apple, Intel links sharpen focus on Lens Technology's next glass growth markets

Lens Technology is pushing its precision-glass expertise into two higher-value markets that could reshape its growth profile: Apple-linked foldable devices and Intel-linked through-glass-via...

Wednesday 16 September 2026

Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year...

Wednesday 16 September 2026

FSC teams with South Korean maker on TGV equipment for glass substrates

Fu Chun Shin Machinery Manufacture (FSC), a major plastic injection molding machine maker, is expanding further into semiconductors by teaming up with Korean-Chinese joint venture...

Wednesday 16 September 2026

A Taiwan machinery maker bets on AI to challenge Japan's grip on advanced capacitors

High-end multilayer polymer capacitors (MLPCs) — increasingly critical to power delivery in AI servers and high-wattage GPUs and CPUs — have historically been dominated...

Wednesday 16 September 2026

Apple's foldable phone faces durability test as suppliers eye crease risks

Apple's first foldable phone is drawing worldwide attention because its design choices could shape how future bendable devices are built...

Wednesday 16 September 2026

China's humanoid robot race, Part 2: Upstream profits gather around dexterous hands

Humanoid robot makers are cutting prices and scaling production, yet much of the industry remains unprofitable. Upstream suppliers are starting to show a different economics —...

Wednesday 16 September 2026

AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Wednesday 16 September 2026

Chip revenue heads to US$2.4 trillion on price, not volume, Yole says

The semiconductor industry is on track to nearly quadruple in revenue by 2031 while shipping barely more silicon than it does today, a divergence that makes pricing power, not capacity,...

Tuesday 15 September 2026

Tesla's rare-earth-free Cybercab challenges China's grip on EV magnets

With Tesla's EV ambitions growing amid a years-long push toward full electrification, the deployment of the Cybercab has emerged as a major experiment testing the boundaries of autonomous...

Tuesday 15 September 2026

How AI real-world deployment is rewriting IPC business models

Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics...

Tuesday 15 September 2026

High-capacity memory shortages worsen: Team Group reveals edge AI strategy amid rising price pressures

As memory shortages worsen, Team Group is aggressively deepening its footprint in the industrial control market. Vice general manager...

Tuesday 15 September 2026

AI servers are eating MLCC capacity, Chinese suppliers are taking what's left

AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

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