Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 16 April 2026

Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026

TSMC capex hits US$56 billion, reshaping global semiconductor supply chain

TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...

Thursday 16 April 2026

China reportedly considers export curbs on advanced solar manufacturing equipment to the US

Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...

Thursday 16 April 2026

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

Thursday 16 April 2026

Falling margins and memory crisis causing spec downgrades on TV panels

Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...

Thursday 16 April 2026

Unveiling ASUS liquid-cooling AI Infrastructure through building AI supercomputer Nano4 projects at NCHC

Amidst the reality of global oil prices continuously skyrocketing due to war, the global market is facing the formidable challenges posed by the turbulence impacting...

Thursday 16 April 2026

Rockchip reports record results, scales AIoT chips across industries

China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets.

Thursday 16 April 2026

Orange Electronic expands in Europe as auto aftermarket demand holds up

Orange Electronic, a Taiwanese maker of tire pressure monitoring systems, is expanding its presence in Europe's automotive aftermarket, defying a broader slowdown in global vehicle...

Thursday 16 April 2026

Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test

Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile...

Wednesday 15 April 2026

YMTC to more than double capacity with new fabs amid China chip push

Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its...

Wednesday 15 April 2026

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report...

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...

Wednesday 15 April 2026

Japan forges physical AI alliance to challenge US and China

Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles,...

Wednesday 15 April 2026

China seeks energy self-sufficiency as geopolitical risks rise

China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels...

Wednesday 15 April 2026

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...

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