Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 July 2026

Qualcomm chip price hike to squeeze China's Android makers on two fronts

China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from...

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...

Tuesday 28 July 2026

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026

SK Hynix enters LPDDR6 production race with Xiaomi first in line

SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...

Tuesday 28 July 2026

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...

Tuesday 28 July 2026

China speeds up 4 new cars a day, intensifying shakeout

China's blistering pace of new-car launches — expected to average four new vehicles a day in the first half of 2026 — is...

Tuesday 28 July 2026

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...

Tuesday 28 July 2026

Smart glasses ignite AI device battle as China nears 80% global brand share

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...

Tuesday 28 July 2026

Robot boom heats up as Taiwan chipmakers race to catch up

Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...

Tuesday 28 July 2026

China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment

China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...

Tuesday 28 July 2026

China display giant BOE rejects low-price race, turns to innovation to lift panel value

BOE, the world's largest display-panel maker and one of China's leading technology companies, is moving away from low-price competition and plans to raise the value of Chinese display...

Tuesday 28 July 2026

Moonshot AI opens Kimi K3 weights, challenging US closed-model economics

Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download,...

Tuesday 28 July 2026

Nvidia's Vera targets AI server growth, with CSP adoption the key test

Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...

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