Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...

Wednesday 25 February 2026

Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch

Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...

Wednesday 25 February 2026

TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule

Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...

Wednesday 25 February 2026

Exclusive: Dong Fang Offshore expands cable-laying fleet for maritime energy market

Amid rising offshore wind power development in Taiwan and across Asia, alongside increasing cross-border communication cable installations, Dong Fang Offshore (DFO) is aggressively...

Wednesday 25 February 2026

China AI server buildout strains optical module, MLCC capacity

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...

Wednesday 25 February 2026

AI drives automation demand, industrial market set for gradual recovery

Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...

Wednesday 25 February 2026

Z.ai apology over GLM-5 rollout highlights operational risks for AI firms as valuation soars

Chinese AI startup Z.ai issued a rare public apology on February 21 after its new large model, GLM-5, rollout triggered user backlash over billing, throttling, and flaws in its upgrade...

Wednesday 25 February 2026

Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

Tuesday 24 February 2026

Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

Tuesday 24 February 2026

Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026

Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance,...

Tuesday 24 February 2026

Generative AI forces rethink of SaaS pricing and product design, Appier says

Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier...

Tuesday 24 February 2026

CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades

The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...

Tuesday 24 February 2026

South Korean battery leaders ramp up LFP production for North American ESS market

The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution...

Tuesday 24 February 2026

Infineon bets on humanoid robots, targets AI data center-level growth

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...

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