Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 27 May 2026

Copper crunch hits components cost amid AI demand surge

Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...

Wednesday 27 May 2026

Broadcom and Taiwan's chipmakers ride ASIC wave

The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...

Wednesday 27 May 2026

Motorola launches Razr fold in Taiwan as foldable market gains momentum

Motorola launched its Razr foldable in Taiwan on April 26, after first unveiling the device at MWC 2026 in Barcelona in March 2026, and introduced new accessories, including wireless...

Wednesday 27 May 2026

Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher

Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...

Wednesday 27 May 2026

China tightens drone, flying-car rules as low-altitude market takes off

China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and...

Wednesday 27 May 2026

Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

AI, low-carbon sustainability, smart cities, and advanced displays are set to drive the global optoelectronics industry in 2026, shifting...

Wednesday 27 May 2026

Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way

Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking,...

Wednesday 27 May 2026

Thunder Tiger, Elan eye defense and commercial drone markets

Thunder Tiger said on May 26 that it has signed a memorandum of understanding (MoU) with Elan Microelectronics to jointly develop AI...

Tuesday 26 May 2026

Alchip: ASIC growth may outpace the broader GPU market

For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase...

Tuesday 26 May 2026

The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030

Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion

Tuesday 26 May 2026

Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules

China's semiconductor war has been underway for seven or eight years now.

Tuesday 26 May 2026

Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus

The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has...

Tuesday 26 May 2026

Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious...

Tuesday 26 May 2026

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...

Tuesday 26 May 2026
Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...

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