Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 7 May 2026

Arm's licensing surge masks smartphone market slowdown

Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...

Thursday 7 May 2026

As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Thursday 7 May 2026

EU joins telecom coalition as 6G rivalry with China intensifies

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led...

Thursday 7 May 2026

Intel targets entry-level advanced packaging, draws interest from Google and Amazon

Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...

Thursday 7 May 2026

Gen5 SSD race shifts to power and AI: Micron, YMTC diverges

As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

Wednesday 6 May 2026

GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...

Wednesday 6 May 2026

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...

Wednesday 6 May 2026

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026

GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...

Wednesday 6 May 2026

Eris Technology posts record April revenue on AI robot and server demand

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...

Wednesday 6 May 2026

Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded

Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...

Wednesday 6 May 2026

China's cloud providers raise AI prices as model usage surges

Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...

Wednesday 6 May 2026

Seetel secures JC-STAR dual certification to enter Japan energy storage market

Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology...

Wednesday 6 May 2026

Germany now forecast to miss 2030 BEV target as ICE cars remain dominant

Germany's rollout of battery electric vehicles (BEV) fell far short of earlier aims, with new forecasts indicating the country will not reach the coalition government's 15 million...

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