Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 21 April 2026

Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

Tuesday 21 April 2026

China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals

Chinese authorities announced 10 new policies related to Taiwan following the meeting between China's president Xi Jinping and the chairperson of the Kuomintang political party in...

Tuesday 21 April 2026

BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels

According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...

Tuesday 21 April 2026

Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026

Huawei flags smartphone price pressure, broadens AI device portfolio

Huawei used its latest product launch to deliver a dual message: rising component costs are tightening smartphone pricing margins, even as the company accelerates its push across AI-driven...

Tuesday 21 April 2026

China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up

GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

Tuesday 21 April 2026

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026

End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products

As Tim Cook prepares to transition from CEO to executive chairman on September 1, 2026, analysts and industry observers are reviewing a 15-year tenure defined by unprecedented financial...

Tuesday 21 April 2026

Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption

On April 20, Apple announced that John Ternus, currently the senior vice president of Hardware Engineering, will succeed Tim Cook as the company's CEO on September 1, 2026. The transition...

Tuesday 21 April 2026

Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief

Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...

Tuesday 21 April 2026

Exclusive: Beijing eyes solar export curbs to ground Musk's space power play

Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources...

Tuesday 21 April 2026

APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion

Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...

Tuesday 21 April 2026

Commentary: China motorcycle maker tests premium shift through performance engineering

When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.

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