Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 12 April 2026

From modules to market: Chinese storage going global

As concerns over energy security converge with the push for low-carbon transition, energy storage has emerged as a central arena in the global energy shift—and China's companies...

Saturday 11 April 2026

Europe becomes the next testing ground for driverless taxis

The competition in robotaxis is expanding beyond the US and China into Europe, where 2026 is widely seen as the first year of commercial...

Saturday 11 April 2026

Taiwan partners with French drone leader to boost key tech, global supply chain

Taiwan has partnered with a major French drone manufacturer to build a secure and trusted supply chain network. Taiwan's Metal Industries Research and Development Center (MIRDC) announced...

Saturday 11 April 2026

DJI tops US$11bn, targets imaging leadership within 10 years

SZ DJI Technology founder Frank Wang gave his first interview to Chinese online media in a decade, outlining a shift behind the company's...

Saturday 11 April 2026

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...

Friday 10 April 2026

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...

Friday 10 April 2026

Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation

Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually...

Friday 10 April 2026

US expands China lab ban, testing orders shift to Taiwan

The US is moving to broaden restrictions on Chinese laboratories testing electronics, a step that could effectively exclude a large portion of China's testing ecosystem if the proposal...

Friday 10 April 2026

Analysis: Agent computers target next PC role, push AI compute to the edge

AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent,...

Friday 10 April 2026

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...

Friday 10 April 2026

Ampak cites DDR price swings disrupting orders, sees industrial control demand support

Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...

Friday 10 April 2026

PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones

As the smart glasses market grows rapidly, the adoption of Micro LED in AI-powered eyewear is accelerating. PlayNitride has partnered with AR glasses maker ChaseWind to develop a full-color,...

Friday 10 April 2026

China's export controls spark 140x yttrium price surge, fueling chip equipment fears

Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...

Friday 10 April 2026

Taiwan chip firms quietly build robot sector, eye US decoupling opportunities

The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...

Friday 10 April 2026

China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

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