Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 9 January 2026

AMEC chairman plans share sale after restoring Chinese citizenship

AMEC disclosed on January 8, 2026, that its founder and chairman, Gerald Yin, plans to reduce his personal shareholding over the next...

Friday 9 January 2026

CES 2026: Chinese humanoid robots grab spotlight

Chinese robotics developers appeared at CES 2026 with a stronger focus on commercial deployment, highlighting embodied intelligence and real-world applications as companies sought...

Friday 9 January 2026

Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

Shanghai Iluvatar CoreX Semiconductor, a Chinese general-purpose GPU developer, listed on the Hong Kong Stock Exchange's Main Board on...

Friday 9 January 2026

AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split

China's domestic lithography sector is entering another phase of internal restructuring, with AMIES Technology consolidating industrial assets originally spun out from Shanghai Micro...

Friday 9 January 2026

Commentary: China redirects AI race to manufacturing systems

China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial...

Friday 9 January 2026

CES 2026: Boston Dynamics questions economic value of Chinese robot demos

At CES 2026, Hyundai Motor Group reaffirmed its confidence in robotics subsidiary Boston Dynamics, as Chinese robot developers gain greater...

Friday 9 January 2026

CES 2026: Smart glasses market shifts focus to AI capabilities

The smart glasses sector marked a clear transformation at CES 2026, moving beyond the chaotic showcase of numerous startups seen in 2025 to a more streamlined exhibition featuring...

Friday 9 January 2026

Google and Samsung bet again on smart glasses, this time with Android XR

Multiple indicators suggest Google will re-enter the smart glasses market in 2026, more than a decade after exiting the category. The company is expected to partner with Samsung to...

Friday 9 January 2026

Commentary: How fragile is the China–Japan semiconductor supply chain?

China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into...

Friday 9 January 2026

China turns to rare earths in escalating Japan dispute

China said on January 6, 2026, that it would tighten export controls on so-called "dual-use" goods bound for Japan, a move that state media suggested could extend to rare earth materials,...

Friday 9 January 2026

Largan faces challenges as memory price impacts spread

Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...

Friday 9 January 2026

FCC drone exemptions exclude DJI, blocking new US product launches

The US Federal Communications Commission (FCC) has updated its Covered List to exempt certain uncrewed aircraft systems (UAS) and critical drone components from import and authorization...

Friday 9 January 2026

China tightens export controls on rare earths, alarming Japan and South Korea

China has stepped up export controls affecting military and civilian sectors, with potential restrictions on rare earth products to Japan causing significant unease. Japanese industries,...

Friday 9 January 2026

Commentary: China's DCS probe against Japan shows where substitution is viable

China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...

Friday 9 January 2026

Carmakers circumvent Beijing's pricing ban with creative discounts

Barely a month after China's top market regulator moved to clamp down on price wars, the policy's resolve is already showing signs of strain.

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