Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 17 September 2026

AMD pivots to China developer ecosystems as Nvidia retreats

As Nvidia gradually retreats from China's high-end AI accelerator market amid strict US export controls, Advanced Micro Devices (AMD)...

Thursday 17 September 2026

Memory LTAs lock up 50-70% of capacity

The memory industry remains in short supply, and major chipmakers are raising the share of capacity committed to long-term supply agreements (LTAs) while extending their duration from...

Thursday 17 September 2026

The Trump-Jensen speakerphone diplomacy: how Nvidia turned political pressure into a seat at the table

The relationship between Nvidia CEO Jensen Huang and US President Donald Trump has evolved from policy friction to a strategic alignment. The rapid shift in their dynamic reflects...

Thursday 17 September 2026

Humanoid robots could reshape MEMS demand as physical AI advances

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave...

Thursday 17 September 2026

Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity

The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance...

Thursday 17 September 2026

Huawei Connect 2026: OceanStor M900 turns PB-scale KV cache into Huawei's next AI infrastructure layer

Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with...

Thursday 17 September 2026

China optical suppliers power smart glasses supply chain

China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...

Thursday 17 September 2026

Taiwan to pilot ETS by end-2026, experts urge three safeguards

Taiwan will launch a pilot emissions trading scheme (ETS) by the end of 2026 to help semiconductor and technology manufacturers align...

Thursday 17 September 2026

Huawei Connect 2026: Ascend 960 puts industry-first NPO supernode at heart of Huawei's AI scale-up bet

Huawei has unveiled its next-generation Ascend 960 supernode, positioning near-packaged optics (NPO) at the centre of its effort to scale AI computing beyond the limits of individual...

Thursday 17 September 2026

20 of China's OSATs push into advanced packaging amid EUV curbs

China is broadening its advanced packaging base as restrictions on leading-edge semiconductor equipment complicate further process-node scaling. The effort now extends beyond the country's...

Thursday 17 September 2026

China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat

China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories...

Thursday 17 September 2026

AI risk split among tech leaders set to play out at Trump-Xi White House dinner

Former Apple CEO Tim Cook and OpenAI CEO Sam Altman are set to attend a White House state dinner on Sept. 24, 2026, with Nvidia CEO Jensen Huang and other business leaders also expected...

Thursday 17 September 2026

General-purpose home robots face sensing test

General-purpose home robots are the ultimate goal for the humanoid robotics industry, but the market remains at an early stage. DIGITIMES analysts said the key to commercialization...

Thursday 17 September 2026

Circular economy tests material mastery and consumers' willingness to pay

The EU's Packaging and Packaging Waste Regulation (PPWR, Regulation (EU) 2025/40) has been in force since Aug. 12, 2026, underscoring the rising importance of circular materials as...

Thursday 17 September 2026

Apple's AI ambitions are outgrowing the Mac — Nvidia may hold the key

Apple is exploring a return to the enterprise server market with an AI inference system built around future M8 Ultra chips, potentially using Nvidia's NVLink Fusion interconnect te...

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