Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 7 August 2026

VisEra Technologies sees stronger 2H26 on recovering demand across three end markets

TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026,...

Friday 7 August 2026

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...

Friday 7 August 2026

SK hynix Invests 54T Won in Y2 and M17 Fabs

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing...

Friday 7 August 2026

China launches review of Palo Alto Networks as trade tensions with US escalate

China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...

Friday 7 August 2026

South Korea welcomes Trump polysilicon rules as boost to non-China suppliers

US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...

Friday 7 August 2026

SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion,...

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases

Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...

Friday 7 August 2026

US optical transceiver ban risks slowing AI data center build-out

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...

Friday 7 August 2026

Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round...

Friday 7 August 2026

Panel makers turn old fabs into AI-advanced packaging hubs

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate...

Friday 7 August 2026

China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026

Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026

Wistron rumored to win Oracle AI server order as new customers expand

Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...

Friday 7 August 2026

Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand

Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous...

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