Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 14 April 2026

Huawei backs optical chip push through photonics supplier investment

AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...

Tuesday 14 April 2026

JCET advances CPO, glass substrates to capture AI packaging demand

JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...

Tuesday 14 April 2026

TCL reportedly explores stake sale in India TV unit

TCL Electronics Holdings Ltd. is considering selling a stake in its Indian television manufacturing unit to local investors as part of efforts to expand its business in the country,...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

Tuesday 14 April 2026

China's auto market stumbles as EV momentum slows

China's auto market entered the year with a sharp jolt. In the first quarter, the long-dominant new energy vehicle (NEV) segment saw its...

Tuesday 14 April 2026

AUO drives energy business corporatization to boost integration efficiency

AU Optronics (AUO) has approved a restructuring plan for its energy business organization and investment framework, aiming to consolidate internal and external energy resources within...

Tuesday 14 April 2026

Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%

Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...

Tuesday 14 April 2026

Samsung Foundry advances space semiconductor chip and technology development

As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...

Tuesday 14 April 2026

Google and Intel expand CPU partnership, boosting ASIC and startup opportunities

Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...

Tuesday 14 April 2026

Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge

As generative AI and large-scale computing infrastructure continue to expand, the industry is coming to recognize "power as the limit of compute." With AI data centers demanding a...

Monday 13 April 2026

Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

Monday 13 April 2026

Apple reportedly tests four smart glasses designs ahead of 2027 launch

Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027,...

Monday 13 April 2026

Qualcomm moves into custom DRAM with CXMT for smartphones

Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...

Monday 13 April 2026

China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers

The global automotive supply chain is undergoing a significant transformation driven by electrification and autonomous driving trends, shifting from traditional mechanical parts procurement...

Monday 13 April 2026

Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments...

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