Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 26 June 2026

Qualcomm HBC takes aim at HBM costs in AI data centers

Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls...

Friday 26 June 2026

Seres' US$25bn wipeout tests the price of Huawei's EV halo

Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales...

Friday 26 June 2026

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising...

Friday 26 June 2026

Global intelligent eyewear market surges as AR and smart glasses gain ground

Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...

Friday 26 June 2026

Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market

Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David...

Friday 26 June 2026

Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

Friday 26 June 2026

Apple reportedly revamps Mac chip roadmap to accelerate AI push

Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused...

Friday 26 June 2026

Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China

The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in...

Friday 26 June 2026

CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry,...

Friday 26 June 2026

Apple and Google consider adopting Chinese memory chips: three obstacles remain

As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...

Friday 26 June 2026

How Optivision is speeding up the shift from LCD optical films to high-end auto applications

As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition...

Friday 26 June 2026

China power semiconductor makers raise prices as AI and vehicle demand grows

China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...

Friday 26 June 2026

Tungsten shortage spreads from raw material to chip manufacturing, Japan warns

China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide...

Friday 26 June 2026

Taiwan drone makers pivot to non-China supply chains to win overseas markets

Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international...

Thursday 25 June 2026

IntelliEPI targets record 2026 revenue amid InP substrate shortages

Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to...

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