Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 10 April 2026

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...

Friday 10 April 2026

Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation

Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually...

Friday 10 April 2026

US expands China lab ban, testing orders shift to Taiwan

The US is moving to broaden restrictions on Chinese laboratories testing electronics, a step that could effectively exclude a large portion of China's testing ecosystem if the proposal...

Friday 10 April 2026

Analysis: Agent computers target next PC role, push AI compute to the edge

AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent,...

Friday 10 April 2026

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...

Friday 10 April 2026

Ampak cites DDR price swings disrupting orders, sees industrial control demand support

Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...

Friday 10 April 2026

PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones

As the smart glasses market grows rapidly, the adoption of Micro LED in AI-powered eyewear is accelerating. PlayNitride has partnered with AR glasses maker ChaseWind to develop a full-color,...

Friday 10 April 2026

China's export controls spark 140x yttrium price surge, fueling chip equipment fears

Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...

Friday 10 April 2026

Taiwan chip firms quietly build robot sector, eye US decoupling opportunities

The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...

Friday 10 April 2026

China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

Friday 10 April 2026

Foxconn and Mitsubishi Fuso forge global play in electric buses

Foxconn and Mitsubishi Fuso Truck and Bus have forged a strategic partnership aimed at exporting Japanese-made electric buses to Southeast...

Friday 10 April 2026

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...

Friday 10 April 2026

MetaOptics and Taiwan's Pinjie partner to build global metalens production hub

MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens...

Friday 10 April 2026

Why South Korean panel makers see rising profits despite chip price inflation

Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues...

Friday 10 April 2026

MediaTek builds an end-to-end challenge to Qualcomm and Broadcom

In recent years, MediaTek has steadily increased its influence in the global Wi-Fi chip market. Its market share gains have been driven not only by continued growth on the consumer...

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