Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 20 January 2026

Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts

China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...

Tuesday 20 January 2026

Alibaba-backed PixVerse introduces real-time AI video tool with interactive control

PixVerse, a platform operated by Alibaba-backed Aishi Technology, has launched a real-time, interactive artificial intelligence (AI) video-generation tool that lets users control character...

Tuesday 20 January 2026

Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment

Eternal Precision Mechanics (EPM), a subsidiary of Eternal Materials, made its official market debut on January 16, listing shares at an underwriting price of NT$125 (approx. US$3....

Tuesday 20 January 2026

AUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core

AUO Corporation has transformed its Suzhou manufacturing facility into what it calls a "Talent Lighthouse Factory," a first for the global...

Tuesday 20 January 2026

Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Ubiqconn Technology says its accumulated strengths in maritime communications and satellite applications are continuing to underpin expansion...

Tuesday 20 January 2026

Vivo faces intensified competition in 2026 despite strong X300 smartphone sales

Vivo has recently shown strong performance driven by robust sales of its X300 smartphone series. However, as the company looks to 2026, industry analysts warn that it will encounter...

Tuesday 20 January 2026

Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...

Tuesday 20 January 2026

Memory price surge reshapes China's PC assembly market with renewed interest in older platforms

In early 2026, global memory prices continued their steep climb, intensifying cost pressures on the consumer electronics industry. This trend has sparked a notable shift in China's...

Monday 19 January 2026

SSD controllers face five challenges as NAND shortage drives sky-high prices

NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...

Monday 19 January 2026

Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists

The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...

Monday 19 January 2026

Research Insight: The rising chip cost inside every car is forcing a rethink in China

As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...

Monday 19 January 2026

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...

Monday 19 January 2026

China's rare earth supply hit by factory blast as exports slip

China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou...

Monday 19 January 2026

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Eutelsat, the satellite operator backed by the French and British governments, announced this week that it has placed an additional order...

Monday 19 January 2026

Glass fiber supply crunch hits AI hardware and Apple's 2026 devices

The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...

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