Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 23 May 2026

Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data

As Computex approaches, DIGITIMES hosted a forum where analyst Mark Yee argued that Physical AI is driving autonomous driving into full commercial validation, with implications for...

Saturday 23 May 2026

Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show

The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China's automotive industry: not simply electric vehicles,...

Saturday 23 May 2026

CXMT IPO puts China's DRAM supply-chain push in focus

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight...

Saturday 23 May 2026

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...

Saturday 23 May 2026

Japan's five major companies form PSC battery alliance to lead next-gen solar market

The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan...

Saturday 23 May 2026

Lenovo revenue rises 27% as AI demand helps offset PC market strain

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

Friday 22 May 2026

Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.

Friday 22 May 2026

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...

Friday 22 May 2026

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

China AMOLED panel maker EverDisplay Optronics completed a board reshuffle and senior management overhaul after a board meeting on May 20, appointing a former Hua Hong Semiconductor...

Friday 22 May 2026

AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics),...

Friday 22 May 2026

Tesla ramps up hiring for self-driving team in China

Tesla has begun recruiting for driver-assistance roles in China as it pushes ahead to bring its full self-driving (FSD) system to market. The move comes after repeated delays and amid...

Friday 22 May 2026

Xiaomi expands YU7 lineup with new GT model and entry-level variant

On May 21 in Beijing, Xiaomi held its "Human–Car–Home" ecosystem product launch event, where founder, chairman, and CEO Lei Jun unveiled the updated Xiaomi YU7 family,...

Friday 22 May 2026

China's Wuhan optics hub bets big on AI with 12.8T module debut

The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....

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