Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 7 July 2026

Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor

A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...

Tuesday 7 July 2026

Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026

Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export...

Tuesday 7 July 2026

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026

Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026

AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026

Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Tuesday 7 July 2026

AI phones could exceed half of smartphone shipments by 2027 as costs rise

The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices...

Tuesday 7 July 2026

SYM sees Taiwan motorcycle market rising up to 10% in 2026

Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its...

Tuesday 7 July 2026

Taiwan electric scooter market heads into 2026 facing shortages and weak demand

Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated...

Tuesday 7 July 2026

Chicony Electronics reports June revenue gain as AI PC demand builds

Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...

Tuesday 7 July 2026

JLC revenue climbs 40% as Taiwan's circular economy law takes effect

JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...

Tuesday 7 July 2026

Apple foldable to lift OLED TDDI demand

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

Tuesday 7 July 2026

AI lifts high-voltage prices as bubble fears return

AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors,...

Tuesday 7 July 2026

Ingenic says DRAM foundry capacity strain won't ease until 2H27

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...

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