Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 1 July 2026

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...

Wednesday 1 July 2026

Surging oil prices drive demand spike in Europe's used EV market

Rising oil prices as a result of the war in Iran have caused the originally sluggish used electric vehicle (EV) market in Europe to flip, with demand now outpacing supply. Three-year-old...

Wednesday 1 July 2026

China's humanoid robot boom turns physical AI from prototype to production

China's humanoid robot sector is moving faster than expected, with new unicorns, policy support and maturing supply chains pushing physical...

Wednesday 1 July 2026

Gus Technology names Hota Group president as chairman

Gus Technology has named Hota Group president Kuo-jung Shen as chairman after a June 30 shareholders' meeting, underscoring a deeper push into batteries, electric mobility, and energy...

Wednesday 1 July 2026

Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts

Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence...

Wednesday 1 July 2026

China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

Wednesday 1 July 2026

China's chip material makers riding the AI boom close in on Japan

Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency,...

Wednesday 1 July 2026

GigaDevice flags memory cycle risks amid share price surge

GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks....

Wednesday 1 July 2026

Chinese battery makers reportedly shut out of Japan's cybersecurity certification

Chinese manufacturers of grid-connected battery storage systems have reportedly yet to obtain Japan's cybersecurity certification ahead...

Wednesday 1 July 2026

China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026

China's humanoid robot market is expected to move ahead into the early stages of commercialization. Morgan Stanley recently raised its latest outlook for the country's humanoid robot...

Wednesday 1 July 2026

DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war

DeepSeek will launch the official version of its V4 large language model (LLM) in mid-July alongside peak and off-peak API pricing, prompting debate among developers. By doubling peak-hour...

Wednesday 1 July 2026

China loosens auto aftermarket rules, but Taiwan firms are holding their ground in the US

China's latest policy to expand auto aftermarket consumption stands to reshape demand for parts, repairs, and modifications at home,...

Wednesday 1 July 2026

Chinese lens suppliers expect smartphone shipments to fall 12% in 2026

Chinese smartphone camera lens suppliers expect global handset shipments to remain under pressure through 2027, even as Apple prepares...

Wednesday 1 July 2026

AI fuels OSAT pricing power as chip packaging orders fill through 2027

Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since...

Wednesday 1 July 2026

Taiwan sends defense drone bills to committee review as supply chain ramps up

Taiwan's legislature moved defense drone proposals to committee review on July 3 after heated debate, advancing plans to fund a domestic autonomous unmanned vehicles program and prompting...

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