CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 13 November 2026
Compal splits server R&D and sales into subsidiary
Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary...
Friday 13 November 2026
SMIC posts record third-quarter revenue as factory utilization nears full capacity
SMIC's record third-quarter revenue and sharper rise in operating profit point to stronger factory throughput, while the lower net result against the prior quarter shows how investment-related...
Thursday 12 November 2026
ByteDance plans to release Muse-like AI agent in coming weeks
ByteDance reportedly intends to release an AI agent similar to Meta's Muse within several weeks. The firm, whose AI assistant tool Doubao has seen wide adoption within China, seeks...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine
China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing...
Thursday 12 November 2026
Sam Altman warns Samsung of short-term AI demand volatility
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Thursday 12 November 2026
Chinese media question timing of Huang allegations amid chip controls
With Chinese and US leaders expected to meet on October 18 during the APEC Economic Leaders' Meeting, allegations involving Nvidia CEO Jensen Huang's extramarital affair and supposed...
Thursday 12 November 2026
Taiwan's electronics industry targets four overseas tech parks under TEEMA's global expansion plan
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) released its first industry white paper in 78 years on November 11, proposing a "Taiwan+N" global expansion...
Thursday 12 November 2026
Chinese models capture 89% of US corporate spending in open-source AI
Chinese AI models have taken a dominant position as demand for open-source models grows among US businesses. According to the "2026: The State of Enterprise AI" report released in...
Thursday 12 November 2026
Huawei's new OSTA smartphone brand targets wider displays, AI features ahead of November 20 debut
Huawei is preparing to introduce a new smartphone sub-brand, OSTA, at a product launch event on November 20, potentially expanding its portfolio with a wider-format candybar smartphone...
Thursday 12 November 2026
Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27
As demand for AI computing expands across industries and applications, chipmakers are seeking opportunities beyond conventional data centers, extending into enterprise deployments...
Thursday 12 November 2026
Tekscend's cost strategy and global edge
As global foundry capacity expands and market dynamics shift, competitive pressures have intensified significantly across major manufacturing regions, particularly in mature process...
Thursday 12 November 2026
The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities
China is advancing its domestic semiconductor ambitions while continuing to access restricted US AI processors, exposing the limits of Washington's export controls and the challenges...
Thursday 12 November 2026
AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging
Faced with sluggish end-user demand, chronic overcapacity, and intensifying market competition, global display manufacturers are under pressure to reinvent themselves. In Taiwan, leading...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group and Tianma Microelectronics are considering cheaper OLED panels for budget smartphones to boost factory utilization as handset sales decline,...