Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 20 August 2026

AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain

Speaking at the 2026 Taiwan AI Academy Annual Conference held on August 18 at Academia Sinica's Social Sciences building, Neo Yao, CEO of Foxconn's Visionbay.ai, and Huang-Jen Chiu,...

Thursday 20 August 2026

YMTC parent advances IPO as NAND share hits 14% and AI storage scales

Yangtze Memory Technologies Holding, the parent of Chinese NAND flash maker YMTC, has completed a key stage of its pre-IPO process just as the memory maker gains global market share,...

Thursday 20 August 2026

Gamers pivot to high-margin peripherals as PC price pressures drive double-digit growth in gaming monitors

High PC hardware prices are pushing gamers to delay full-system replacements and redirect their budgets toward targeted upgrades, driving...

Thursday 20 August 2026

Sunplus expects automotive orders to rise in 3Q26 as memory costs threaten demand

Taiwanese IC design house Sunplus Technology expects its automotive orders to strengthen further in the third quarter of 2026, but warned...

Thursday 20 August 2026

Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business

Xiaomi is accelerating its transition from a smartphone-focused electronics manufacturer toward a broader technology ecosystem company, as artificial intelligence (AI), electric vehicles...

Thursday 20 August 2026

AI chip strategies echo StarCraft factions as memory bottleneck reshapes the race

The global semiconductor ecosystem is facing an unprecedented shortage of memory chips, with hardware growth increasingly constrained...

Thursday 20 August 2026

AI models show softer responses on authoritarian leaders, report finds

U.S.-based AI models were found to avoid direct criticism of authoritarian leaders more often than democratic ones, according to a July report from the Meta-funded Oversight Board...

Thursday 20 August 2026

Chroma's Proprietary ASIC Technology Reshapes the Semiconductor Test Landscape

As demand for AI servers, high performance computing (HPC), and data center infrastructure accelerates, the semiconductor and power electronics test equipment market...

Wednesday 19 August 2026

China accelerates Microsoft Windows 10 exit from state systems

China is accelerating efforts to remove foreign technology from sensitive state-linked systems, ordering some government-affiliated entities to uninstall a customised version of Microsoft...

Wednesday 19 August 2026

SK hynix Accelerates 40 Trillion won Share Repurchase and Cancellation

SK hynix Inc. (or "the company", www.skhynix.com) announced today that its Board of Directors has approved a resolution to repurchase and fully cancel 40 trillion won...

Wednesday 19 August 2026

Nvidia H200 chips reach China as imports remain limited

ByteDance and Tencent have each received about 10,000 Nvidia H200 processors in mainland China in recent weeks, the Financial Times reported, marking the clearest sign yet...

Wednesday 19 August 2026

Taiwan seeks shift from drone supplier to strategic partner in entering US market

Industry figures and analysts from Taiwan and the United States gathered on August 19 at an international unmanned aerial vehicles (UAVs) forum to discuss how Taiwan can move beyond...

Wednesday 19 August 2026

GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains

GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 lev...

Wednesday 19 August 2026

Taiwan Mobile sees Systex deal as AI-driven expansion play, targets 14% ICT market share

Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM...

Wednesday 19 August 2026

Tatung to complete self-built AI data center PoC by September, secures edge AI order

Taiwan's Tatung held an earnings call on August 18, during which company president Sung-pin Chang stated that the group's self-built artificial intelligence (AI) data center proof...

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