Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 30 January 2026

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

Friday 30 January 2026

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reut...

Friday 30 January 2026

ASIC server demand boosts Taiwan's high-end CCL shipments

Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad...

Friday 30 January 2026

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone,...

Friday 30 January 2026

ABF substrate crunch reshapes market: Unimicron leads and rivals close in

AI server architectures are rapidly shifting toward ultra-high-density designs, keeping advanced CoWoS packaging capacity persistently tight...

Friday 30 January 2026

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...

Friday 30 January 2026

China's 15th Five-Year plan targets space mining, space tourism

Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.

Friday 30 January 2026

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...

Friday 30 January 2026

Nexcom eyes robot market growth, targets ramp-up in 2027

Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight...

Friday 30 January 2026

Alibaba, Baidu advance IPO plans for AI chip subsidiaries

China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as...

Friday 30 January 2026

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...

Friday 30 January 2026

AI integration drives cautious optimism in global collaborative robot market

The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according...

Friday 30 January 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...

Friday 30 January 2026

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...

Friday 30 January 2026

Samsung, LG hike laptop prices as memory 'chipflation' hits

Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as...

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