Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 4 May 2026

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...

Monday 4 May 2026

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...

Monday 4 May 2026

China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Monday 4 May 2026

Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...

Monday 4 May 2026

China's auto sector pushes standards and exports while disposable-car concept gains traction

The 2026 Beijing Auto Show signaled a significant shift in China's new energy vehicle sector as automakers accelerated adoption of ultra-fast charging, intelligent powertrains, and...

Monday 4 May 2026

China automakers adopt disposable-car subscriptions to accelerate tech turnover

China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of...

Monday 4 May 2026

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...

Monday 4 May 2026

AI data center demand boosts IDM growth in industrial market

Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...

Monday 4 May 2026

China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles

China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...

Sunday 3 May 2026

Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

Sunday 3 May 2026

Taiwan quartz makers target LEO satellite boom by 2027

As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...

Saturday 2 May 2026

MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...

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...

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