Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...

Thursday 23 April 2026

AIDC transitions into full-scale drone systems provider, advancing autonomy with in-house R&D

Taiwan's Aerospace Industrial Development Corporation (AIDC) is fast-tracking its transition from a supporting aerospace contractor into a full-fledged drone system provider, aiming...

Thursday 23 April 2026

Apollo Power secures backing from SEEC, Phison, and Gigabyte for AI data center power solutions

Apollo Power is targeting the behind-the-meter energy storage market in Taiwan through a partnership with Tesla to deploy the latter's Megapack enterprise-level energy storage systems...

Thursday 23 April 2026

Innos lists on OTC market, leveraging probe card demand wave with three major growth engines

Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications...

Thursday 23 April 2026

Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support

Taiwanese printed circuit board (PCB) giant Zhen Ding Technology Group held a groundbreaking ceremony for the HD Campus of the "Zhen Ding Technology Group Huai'an Tech City" in Huai'an,...

Thursday 23 April 2026

Japan PC shipments peak on upgrade cycle, correction ahead

Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades.

Wednesday 22 April 2026

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...

Wednesday 22 April 2026

Analysis: Apple's new CEO has a secret robot team — and big plans for your home

Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to...

Wednesday 22 April 2026

How MediaTek will supply Marvell's next three generations of TPUs

Recent market reports indicate that Marvell is in discussions with Google regarding the development of application-specific integrated circuit (ASIC) products, including memory processing...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Wednesday 22 April 2026

ASM International reports 16% growth in 1Q26 revenue driven by booming AI market

ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...

Wednesday 22 April 2026

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

Wednesday 22 April 2026

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry...

Wednesday 22 April 2026

Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

Wednesday 22 April 2026

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...

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