Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 10 July 2026

TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly...

Friday 10 July 2026

JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong

JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected...

Friday 10 July 2026

Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good

Meta Platforms' decision to start charging developers for its most advanced AI model is less a product launch than a wager on where the economics of artificial intelligence (AI) are...

Friday 10 July 2026

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...

Friday 10 July 2026

Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement...

Friday 10 July 2026

GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices

GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from...

Friday 10 July 2026

Taiwan seeks a bigger role in the global LEO satellite race

As the global low-Earth orbit (LEO) satellite industry enters a new phase of rapid expansion, Taiwan faces a pivotal opportunity to...

Friday 10 July 2026

EU tariffs push Chinese carmakers to seek deeper ties in Europe

The EU's higher tariffs on China-made battery electric vehicles are reshaping global auto trade and investment. As Brussels tightens...

Friday 10 July 2026

OpenAI pushes deeper into AI agents as Cursor joins intensifying enterprise race

OpenAI has expanded its push beyond conversational AI with the launch of ChatGPT Work, an agentic workspace that combines ChatGPT with...

Friday 10 July 2026

China's AI talent demand spreads into chips, rare earths, and new materials

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...

Friday 10 July 2026

Malaysia solar firms rush to secure stock before China tax breaks end

Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...

Friday 10 July 2026

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...

Friday 10 July 2026

BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

Friday 10 July 2026

LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap

LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...

Friday 10 July 2026

China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai

When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China...

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