Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 April 2026

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

Wednesday 29 April 2026

China OSAT leader JCET expands in advanced packaging, profit climbs

China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...

Wednesday 29 April 2026

Seagate leans on long-term contracts as storage demand stabilizes

Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...

Wednesday 29 April 2026

China memory chip designer Montage lifts profit on DDR5, AI server demand

China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...

Wednesday 29 April 2026

Seagate tops estimates, raises outlook on cloud, AI demand

Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...

Wednesday 29 April 2026

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...

Wednesday 29 April 2026

BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

Wednesday 29 April 2026

China's GPU IPO wave meets its hardest test: cluster stability

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...

Wednesday 29 April 2026

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...

Wednesday 29 April 2026

AI server demand locks up memory supply through 2027, prices seen holding firm

Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...

Wednesday 29 April 2026

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...

Wednesday 29 April 2026

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and...

Wednesday 29 April 2026

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion —...

Wednesday 29 April 2026

Taiwan makes its quantum move, rallying 18 companies

Quantum computing has long been regarded as one of the defining technology races of the coming decade — and Taiwan, a global powerhouse in semiconductor manufacturing, is now...

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