Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 5 May 2026

Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026

AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

Tuesday 5 May 2026

As Nvidia goes to zero in China, Beijing races to fill the void

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...

Tuesday 5 May 2026

Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks

The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing...

Tuesday 5 May 2026

Delta Electronics' security tie-up positions it to push into integrated smart buildings

Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate...

Tuesday 5 May 2026

Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances

US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies...

Tuesday 5 May 2026

Automakers pivot to subscription-ready Level 2 and Level 2+ driver assistance as revenue strategy

Automakers are repositioning advanced driver assistance systems away from optional equipment and toward recurring revenue sources, with a focus on Level 2 and Level 2+ capabilities...

Tuesday 5 May 2026

Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...

Tuesday 5 May 2026

MediaTek ASIC surge puts 60% revenue share within reach

MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...

Tuesday 5 May 2026

Onsemi says China remains a strong market despite softer passenger vehicle volumes

Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...

Tuesday 5 May 2026

Lattice Semiconductor strikes $1.65B deal for AMI as AI data center demand drives record growth

Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for $1.65 billion. The deal...

Tuesday 5 May 2026

Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition

China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace...

Tuesday 5 May 2026

Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...

Tuesday 5 May 2026

Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...

Tuesday 5 May 2026

SK Hynix weighs memory plant shift as HBM demand outlook changes

SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from...

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