Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 12 August 2026

SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026

Tesla FSD faces key EU review over regulations and transparency

Tesla's Full Self-Driving (FSD) system has entered a critical stage in seeking European Union (EU) market approval, but the review...

Wednesday 12 August 2026

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...

Wednesday 12 August 2026

Cash deposits reshape memory supply deals

The global memory industry has embraced a new business model over the past two quarters. Memory manufacturers are not only signing multi-year supply agreements with customers, but...

Wednesday 12 August 2026

Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...

Wednesday 12 August 2026

DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity

DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with...

Wednesday 12 August 2026

China's polysilicon makers draw cost floor after solar losses top US$1.9 billion

China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.

Wednesday 12 August 2026

Fudan's single-electron memory breakthrough opens new path for 2D chip scaling

China's effort to advance memory technology has gained a new research avenue, with a Fudan University team developing a room-temperature single-electron non-volatile memory device...

Wednesday 12 August 2026

Synnex sees strong growth in value-added commercial IT, semiconductors

AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...

Wednesday 12 August 2026

MediaTek July 2026 revenue falls as non-mobile units offset slowdown

MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year,...

Wednesday 12 August 2026

Panel makers turn to AI packaging as old fabs gain value

Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...

Wednesday 12 August 2026

Everlight starts Thailand plant to boost AI server and auto supply chains

Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...

Tuesday 11 August 2026

EOC turns profitable in 1H26 as optical communications demand rebounds

East Tender Optoelectronics (EOC) reported a swing to profit in the first half of 2026, driven by an improved product mix, better capacity utilization, and a rebound in optical communications...

Tuesday 11 August 2026

Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026

Google readies Pixel 11 lineup, market breakthrough still under question

Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup...

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