Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 22 April 2026

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...

Wednesday 22 April 2026

Analysis: Apple's new CEO has a secret robot team — and big plans for your home

Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to...

Wednesday 22 April 2026

How MediaTek will supply Marvell's next three generations of TPUs

Recent market reports indicate that Marvell is in discussions with Google regarding the development of application-specific integrated circuit (ASIC) products, including memory processing...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Wednesday 22 April 2026

ASM International reports 16% growth in 1Q26 revenue driven by booming AI market

ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...

Wednesday 22 April 2026

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

Wednesday 22 April 2026

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry...

Wednesday 22 April 2026

Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

Wednesday 22 April 2026

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...

Wednesday 22 April 2026

Commentary: Apple CEO change sounds alarm for China suppliers

Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...

Wednesday 22 April 2026

Chinese carmakers face delays as global cybersecurity rules tighten

China has moved faster than any other country in rolling out smart, connected vehicles. But as its automakers push aggressively into overseas markets, they are running up against an...

Wednesday 22 April 2026

Apple's US$4 trillion leadership transition: will decision-making return to engineers?

Apple officially announced on April 21, 2026, that Senior Vice President of Hardware Engineering John Ternus will take over as CEO starting September 1 this year, while current CEO...

Wednesday 22 April 2026

MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth

MiTAC Holdings' simultaneous expansion of production across the US, Vietnam, and Taiwan is designed to reassure global customers amid mounting geopolitical and supply uncertainties...

Wednesday 22 April 2026

US FCC router rules rattle industry, but Taiwan vendors see silver lining

A new US regulatory push to scrutinize foreign-made consumer routers on national security grounds is raising questions across the global networking industry. Yet for Taiwan's key equipment...

Wednesday 22 April 2026

CXMT fills LPDDR4X gap as non-China CSPs seek capacity

Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...

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