Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 12 May 2026

E Ink eyes 25% growth in 2026 on surface push

E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...

Tuesday 12 May 2026

Fitipower eyes 2Q26 growth on OLED DDI ramp

Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...

Tuesday 12 May 2026

Kuaishou targets US$20B Kling AI spin-off to tap video generation demand

Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...

Tuesday 12 May 2026

Innolux shares surge on reports of potential TSMC FOPLP partnership

Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...

Tuesday 12 May 2026

Altos targets South Korean AI server market with software edge

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...

Tuesday 12 May 2026

Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26

Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...

Tuesday 12 May 2026

AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market

AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...

Tuesday 12 May 2026

China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand

China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it...

Tuesday 12 May 2026

Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit

China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...

Tuesday 12 May 2026

Nvidia's copper-to-fiber AI shift boosts China's optical plays

Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....

Tuesday 12 May 2026

Ichia targets optical communications growth with Evercast Precision investment

Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than...

Tuesday 12 May 2026

Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Tuesday 12 May 2026

Infineon wins US patent ruling against Chinese GaN rival Innoscience

A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary...

Tuesday 12 May 2026

GaN patent fight between China and Europe extends beyond courtroom

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission...

Tuesday 12 May 2026

Himax targets 2026 rebound on auto DDI and AI glasses momentum

Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...

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