Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 17 April 2026

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...

Friday 17 April 2026

China outlines AI-led investment push and industrial upgrading under new five-year plan framework

China is preparing a new round of large-scale investment and industrial upgrading centered on AI infrastructure, advanced manufacturing, and strategic emerging industries, according...

Friday 17 April 2026

China wafer maker NSIG lifts revenue on 300mm momentum

National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...

Friday 17 April 2026

Taiwan's OSAT expansion could tighten global test capacity and raise costs

Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...

Friday 17 April 2026

China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon...

Friday 17 April 2026

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026

EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Friday 17 April 2026

Meta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US

The US$2 billion acquisition of AI startup Manus by Meta Platforms has sent shockwaves through the Chinese tech ecosystem, exposing the fragility of the "Singapore-washing" strategy...

Friday 17 April 2026

Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED

China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...

Friday 17 April 2026

Taiwan and Japan solidify lead in transmission component market for humanoid robots

The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...

Friday 17 April 2026

J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion

J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...

Thursday 16 April 2026

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...

Thursday 16 April 2026

China tightens rules against foreign supply chain decoupling

The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules...

Thursday 16 April 2026

China's homegrown GPU startups gain ground in global AI chip race

China's domestic GPU industry is entering a new phase of rapid commercialization, as leading startups post strong revenue growth while...

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