Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 19 January 2026

SSD controllers face five challenges as NAND shortage drives sky-high prices

NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...

Monday 19 January 2026

Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists

The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...

Monday 19 January 2026

Research Insight: The rising chip cost inside every car is forcing a rethink in China

As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...

Monday 19 January 2026

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...

Monday 19 January 2026

China's rare earth supply hit by factory blast as exports slip

China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou...

Monday 19 January 2026

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Eutelsat, the satellite operator backed by the French and British governments, announced this week that it has placed an additional order...

Monday 19 January 2026

Glass fiber supply crunch hits AI hardware and Apple's 2026 devices

The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...

Monday 19 January 2026

Trump questions USMCA, opens door to Chinese carmakers

Speaking at the North American International Auto Show in Detroit this week, President Trump delivered a set of remarks that startled both policymakers and industry executives. He...

Monday 19 January 2026

Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion

Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile,...

Monday 19 January 2026

US-Taiwan investment MOU brings clarity on future auto tariffs

After months of negotiation, the United States and Taiwan have reached a provisional breakthrough in their tariff talks, signing a memorandum of understanding on investment cooperation...

Monday 19 January 2026

Cost pressures push China LED price hike despite soft markets

Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...

Monday 19 January 2026

China's Innosilicon launches LPDDR6 IP with commercial shipments

As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...

Monday 19 January 2026

Yageo implements chip resistor price increase amid rising precious metal costs

Yageo, a major Taiwanese manufacturer of passive components, has informed customers it will raise prices on specific chip resistors (R-Chip) products starting February 1, citing escalating...

Monday 19 January 2026

Apple leads global smartphone market, Huawei tops China in 2025

Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early...

Monday 19 January 2026

India roundup: Acer bets on growing PC penetration

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

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