Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 22 May 2026

Memory shortage reaches smartphone OLED market as shipments fall 12%

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

Friday 22 May 2026

China telcos launch token billing, AI inference goes mass-market

China's three major telecom operators introduced token-based billing plans in May as they packaged large-model inference resources into standardized products for consumers, developers,...

Friday 22 May 2026

Hotai Motor to trial hydrogen buses and weighs US-made SUVs and pickups as revenue hits record

Hotai Motor Co. said it evaluated importing US-made large SUVs and pickup trucks and announced trial operations for a hydrogen bus fleet in southern Taiwan in the third quarter of...

Friday 22 May 2026

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support...

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that...

Friday 22 May 2026

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

Friday 22 May 2026

BOE, Corning target glass substrates for AI chip packaging

BOE Technology, China's leading display panel maker, is expanding its push into new businesses beyond panels. The company said on the...

Friday 22 May 2026

AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say

At AMD AI DevDay 2026 in Shanghai, AMD CEO Lisa Su and 01.AI founder Kai-Fu Lee outlined what could become the next major shift in artificial intelligence: the transition from generative...

Friday 22 May 2026

Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets

Taobao is shifting its cross-border strategy from low-priced transactions to customer lifetime value by using artificial intelligence to surface latent demand and improve localized...

Friday 22 May 2026

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...

Friday 22 May 2026

Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens

Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads...

Friday 22 May 2026

Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely...

Thursday 21 May 2026

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...

Thursday 21 May 2026

Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch

Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience

Thursday 21 May 2026

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...

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