Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 31 August 2026

China urges pragmatism over hype in rapidly expanding humanoid robotics market

According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical...

Monday 31 August 2026

Marvell sees 2027 acceleration in scale-up optics

Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...

Monday 31 August 2026

TSMC sees SiPh going mainstream in 2027

Silicon photonics (SiPh) will become mainstream in 2027, with market share topping 50%, as AI scale-out drives explosive growth in optical transceiver demand, said K.C. Hsu, TSMC's...

Monday 31 August 2026

The 72.4% dominance: China's battery lead is now a chemistry problem for South Korea

The global battery space has long been characterized by China's overwhelming dominance, leaving other established players subdued and struggling to establish a foothold in the industry...

Monday 31 August 2026

US weighs limits on China's access to chips in overseas data centers

US restrictions on China's access to advanced computing could expand beyond physical chip shipments to the remote use of computing resources, potentially increasing compliance requirements...

Monday 31 August 2026

The architect of Apple's China machine also built its hardest problem

What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then...

Monday 31 August 2026

Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead

India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field...

Monday 31 August 2026

MetaX posts first-half profit while China's AI GPU rivals split

MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...

Monday 31 August 2026

CXMT's global DRAM push runs into US curbs

ChangXin Memory Technologies (CXMT) is suing the Pentagon to overturn its designation as a Chinese military company as the Chinese DRAM...

Monday 31 August 2026

Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging

On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic...

Monday 31 August 2026

South Korea risks 'HBM 2.0' trap in emerging CPO market

Co-packaged optics (CPO) is emerging as a critical next-generation technology for AI infrastructure, but unless South Korea strengthens its integration and validation capabilities,...

Monday 31 August 2026

CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first

China's CXMT has begun mass production of its LPDDR6 memory and will supply the first batch to Xiaomi's upcoming 18 Fold flagship, marking what the company says is the first commercial...

Monday 31 August 2026

Asus launches physical AI business group, shifting from EMS to humanoid robots

Asustek Computer (Asus) is accelerating its artificial intelligence (AI) transformation plan, announcing the rebranding of its AIoT Business Group into the Physical AI Solutions Business...

Monday 31 August 2026

China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

Monday 31 August 2026

Commentary: Malaysia's China dilemma sits at the heart of GATE 2026

The 2026 Global Automotive and Technology Expo (GATE 2026) closed on August 28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur. It highlighted Malaysia's...

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