Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 8 May 2026

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region,...

Friday 8 May 2026

China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year...

Friday 8 May 2026

Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Friday 8 May 2026

PMIC supplier GMT bets on volume growth over higher prices

Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...

Friday 8 May 2026

BenQ Materials bets on CPO and microLED amid optical communications push

BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...

Friday 8 May 2026

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...

Friday 8 May 2026

Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march

Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...

Friday 8 May 2026

AUO tops US$3 billion in circular economy value

AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...

Friday 8 May 2026

Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%

Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...

Friday 8 May 2026

Power Win builds lithium battery circular economy with SEA push

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals...

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Thursday 7 May 2026

Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...

Thursday 7 May 2026

Singapore chip firms showcase cross-border manufacturing and testing strengths

Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial,...

Thursday 7 May 2026

Chinese semiconductor equipment makers deepen SEA OSAT presence

Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers...

Thursday 7 May 2026

Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26

Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...

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