Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 27 June 2026

JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic...

Saturday 27 June 2026

Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity

Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...

Saturday 27 June 2026

Hanmi targets advanced packaging market with FC Bonder 3.5

Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean...

Saturday 27 June 2026

Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share

SYM said its 2025 results held up despite global tariff shifts and supply-chain disruption, highlighting resilient motorcycle sales in Taiwan and overseas. For global readers, the...

Saturday 27 June 2026

SK On completes China battery joint-venture restructuring with Eve Energy

South Korean battery maker SK On has completed a share swap with China's Eve Energy, giving it full ownership of a battery manufacturing joint venture in Yancheng, Jiangsu province,...

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...

1/1562 pages