Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 2 May 2026

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...

Saturday 2 May 2026

Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to...

Saturday 2 May 2026

China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

Friday 1 May 2026

China's $1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026

Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026

China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

China's National Supercomputing Center in Shenzhen has launched the LineShine supercomputer project, aiming to break into the exascale...

Friday 1 May 2026

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...

Friday 1 May 2026

Commentary: Honor's robot win highlights thermal edge in robotics

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...

Thursday 30 April 2026

Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging

As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...

Thursday 30 April 2026

CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets

Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Corp., has long attracted attention for its drone business. Although the company is facing delays with Taiwan's...

Thursday 30 April 2026

MetaX GPU revenue jumps 75%, losses narrow on AI demand

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...

Thursday 30 April 2026

Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales

Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...

Thursday 30 April 2026

Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026

South Korea's OLED share rebounds to 68.7% in 2025

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...

Thursday 30 April 2026

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...

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