Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 12 October 2026

Leadsun Greentech enters EV charging with three DC fast-charging sites

Leadsun Greentech has entered Taiwan's electric vehicle charging market by acquiring equipment at three supercharging sites in Hsinchu, Taichung and Yunlin, expanding its renewable...

Monday 12 October 2026

Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain

Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...

Monday 12 October 2026

Audi's defense pivot mirrors Taiwan supply chain's AI shift

German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong...

Monday 12 October 2026

Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW

Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven...

Monday 12 October 2026

Apple's iPhone 18 order cuts expose widening divide in premium demand

Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

Monday 12 October 2026

ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang

Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...

Monday 12 October 2026

Rapidus targets customers underserved by TSMC, but can it convince them to take the risk?

Backed by US$15 billion in Japanese government funding, Rapidus announced an alliance with 17 semiconductor design-related companies, including US-based Synopsys and India's Infosys,...

Monday 12 October 2026

India's festive smartphone sales may slow as memory costs lift prices

India's key festive smartphone season is set to matter far beyond its borders, as higher memory costs reshape pricing, buying habits, and brand competition in a major emerging market...

Monday 12 October 2026

Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion

The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...

Monday 12 October 2026

Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?

AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...

Monday 12 October 2026

CyberTAN enters 1.6T AI switch race with Marvell-backed platform

CyberTAN Technology is moving into the fast-growing AI data center switch market, joining Marvell Technology on a new 3nm Pallas 1.6T platform. The effort underscores rising global...

Monday 12 October 2026

CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals

China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the...

Monday 12 October 2026

MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity

As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...

Monday 12 October 2026

Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation

This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...

Monday 12 October 2026

DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink

AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...

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