Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 12 October 2026

Chinese government and industry make full push into AI glasses development: AR display integration and lightweighting gain traction

DIGITIMES notes that China continued to advance smart glasses policies from the central government to local governments in 2026, driving both enterprise production and consumer purchase...

Monday 12 October 2026

Largan signals early peak-season cut, challenging phone chips in 4Q26

Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...

Monday 12 October 2026

Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut

China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering...

Monday 12 October 2026

South Korea's Nucode targets US drone identification market with Realtek-based module

South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions...

Monday 12 October 2026

Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer...

Monday 12 October 2026

Sumitomo Bakelite expands packaging material production across Singapore, China

Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This...

Monday 12 October 2026

South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis

As US defense procurement restrictions and European Union (EU) supply-chain due diligence requirements advance, South Korean risk-intelligence startup Helios is targeting verification...

Monday 12 October 2026

AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification

As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...

Monday 12 October 2026

Leadsun Greentech enters EV charging with three DC fast-charging sites

Leadsun Greentech has entered Taiwan's electric vehicle charging market by acquiring equipment at three supercharging sites in Hsinchu, Taichung and Yunlin, expanding its renewable...

Monday 12 October 2026

Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain

Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...

Monday 12 October 2026

Audi's defense pivot mirrors Taiwan supply chain's AI shift

German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong...

Monday 12 October 2026

Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW

Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven...

Monday 12 October 2026

Apple's iPhone 18 order cuts expose widening divide in premium demand

Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

Monday 12 October 2026

ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang

Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...

Monday 12 October 2026

Rapidus targets customers underserved by TSMC, but can it convince them to take the risk?

Backed by US$15 billion in Japanese government funding, Rapidus announced an alliance with 17 semiconductor design-related companies, including US-based Synopsys and India's Infosys,...

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