News tagged China at DIGITIMES

NEWS TAGGED CHINA

Friday 21 August 2026

Alibaba's 45% AI cloud jump masked by 75% capex surge and margin squeeze

Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...

Friday 21 August 2026

Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter

Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...

Friday 21 August 2026

JCET hits 1.5μm TSV milestone for denser HBM and 2.5D/3D packaging

JCET Group has completed trial production of a 1.5μm-diameter, 17μm-deep through-silicon via (TSV) with an aspect ratio of 11.3:1, extending its advanced packaging capabilities...

Friday 21 August 2026

Korean display makers step up OLED patent push as China narrows technology gap

Korean display makers are stepping up patent licensing and cross-border enforcement as Chinese rivals have sharply narrowed the technology and market-share gap in OLED since 2020,...

Friday 21 August 2026

China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump

National Silicon Industry Group (NSIG) reported a 36.51% rise in first-half 2026 revenue as shipments of 300mm semiconductor silicon wafers increased more than 90%, though continued...

Friday 21 August 2026

China's humanoid robot shipments hit 40,000 in the first half of 2026

China shipped more than 40,000 humanoid robots in the first half of 2026, lifting its share of global shipments to 97%, according to a development report released on August 20 at the...

Friday 21 August 2026

Longcheer and Luxshare move into robot ODM

China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August...

Thursday 20 August 2026

Why Chinese automakers are racing into humanoid robots

As subsidies for China's new energy vehicle market gradually wind down and automaker margins continue to narrow, Beijing is shifting policy support toward embodied AI and humanoid...

Thursday 20 August 2026

China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers

China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery...

Thursday 20 August 2026

China tightens grip on global LCD market as TV panel share tops 70%

The global LCD panel industry continues to consolidate around Chinese manufacturers, whose share of the LCD TV panel market has remained firmly above 70% and is gradually approaching...

Thursday 20 August 2026

Nvidia physical AI executive Madison Huang appears at Beijing WRC after LG Seoul visit

Two days after visiting LG Electronics' robotics hub in Seoul, Nvidia executive Madison Huang was in Beijing on August 20 for the 2026 World Robot Conference (WRC), highlighting the...

Thursday 20 August 2026

Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics' August 19 listing on China's STAR Market brought the humanoid robot maker into the public-market spotlight, but attention...

Thursday 20 August 2026

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating...

Thursday 20 August 2026

Commentary: How iPad Air became a catalyst for IT OLED expansion

Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt...

Thursday 20 August 2026

Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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