Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 12 November 2026

Tekscend's cost strategy and global edge

As global foundry capacity expands and market dynamics shift, competitive pressures have intensified significantly across major manufacturing regions, particularly in mature process...

Thursday 12 November 2026

The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities

China is advancing its domestic semiconductor ambitions while continuing to access restricted US AI processors, exposing the limits of Washington's export controls and the challenges...

Thursday 12 November 2026

AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging

Faced with sluggish end-user demand, chronic overcapacity, and intensifying market competition, global display manufacturers are under pressure to reinvent themselves. In Taiwan, leading...

Thursday 12 November 2026

Samsung Display, BOE weigh low-cost OLED panels as phone sales fall

Samsung Display, BOE Technology Group, and Tianma Microelectronics are considering lower-cost OLED panels for entry-level smartphones as falling handset sales put pressure on display...

Thursday 12 November 2026

TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities

TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...

Thursday 12 November 2026

Lite-On eyes CPO expansion as advanced optocouplers drive 2027 growth

Despite soaring costs and intense competition capping overall LED market growth at a modest 3% to 4%, Lite-On Technology's Optoelectronics Business...

Thursday 12 November 2026

iPhone Duo reshapes foldable smartphone landscape, projects 25.9% market share in 2026

DIGITIMES observes that the global smartphone market has entered a mature phase. Although foldable smartphones continue to post strong growth, foldable shipments are projected to account...

Thursday 12 November 2026

Wolfspeed returns to GaN as CEO touts vertical integration

US silicon carbide (SiC) giant Wolfspeed will re-enter the gallium nitride (GaN) market through a vertically integrated model and expand into the GaN-on-silicon (GaN-on-Si) power device...

Thursday 12 November 2026

SoftBank takes JPY768 billion AI hit, rethinks equipment strategy

SoftBank Group (SBG) posted a JPY768 billion (approximately US$4.85 billion) net loss for the first half of fiscal 2026, from April to September 2026, its first loss in nearly two...

Thursday 12 November 2026

HKC’s Mianyang Gen 6 OLED investment faces delays

China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...

Thursday 12 November 2026

Jensen Huang scandal could reshape China’s AI chip landscape

“Jensanity” has helped fuel the global artificial intelligence (AI) boom, but reports linking Nvidia CEO Jensen Huang to an alleged extramarital relationship involving...

Thursday 12 November 2026

China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic...

Thursday 12 November 2026

Former Nvidia customer Megaspeed's assets surge 90-fold, but liabilities exceed assets

Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets...

Wednesday 11 November 2026

Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...

Wednesday 11 November 2026

Nexperia's China split raises costly question: what is Wingtech owed?

Nexperia could eventually reunite its Chinese and international operations despite an unresolved control dispute with Chinese parent Wingtech Technology, acting CEO Stefan Tilger said...

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