Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 3 August 2026

Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026

CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix

CXMT is nearing the end of research and development validation for LPDDR6, bringing it closer to mass production of next-generation mobile DRAM and intensifying competition with Samsung...

Monday 3 August 2026

Korean OLED makers double down on premium tech as Chinese rivals move upmarket

The display industry is edging toward a new competitive phase as South Korea and China intensify their rivalry over next-generation...

Monday 3 August 2026

TCL Technology to take full ownership of TCL CSOT

TCL Technology Group plans to pay CNY9.32 billion (approx. US$1.38 billion) for the 45% of China Star Optoelectronics Semiconductor Display Technology it does not already own, according...

Monday 3 August 2026

MA-tek sells Shanghai unit, expands AI market push in Japan and the US

MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

Monday 3 August 2026

Drone delivery goes mainstream as Shenzhen becomes a robot hub

Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...

Monday 3 August 2026

Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026

German carmakers turn defensive in China as sales and margins fall

Germany's three biggest automakers have taken a cautious stance on China after reporting second-quarter 2026 results, as the market that once generated outsized profits becomes harder...

Monday 3 August 2026

Taiwan auto market braces for second-half sales push as new models arrive

Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...

Monday 3 August 2026

Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap

Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...

Monday 3 August 2026

FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...

Monday 3 August 2026

ROEC eyes AI optical communications without competing

Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

Monday 3 August 2026

Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive

Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...

Monday 3 August 2026

Elevated Materials names Jay Wang as chief revenue officer

Elevated Materials has appointed Jay Wang as chief revenue officer as the battery materials company seeks to speed commercialization and widen its global reach. The move could matter...

Monday 3 August 2026

Beijing's AI 'golden circle' draws Moonshot, Z.ai, US$14B in funding

Beijing is emerging as one of China's most prominent artificial intelligence clusters as competition in large language models intensifies. Moonshot AI's recently released open-source...

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