Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 5 May 2026

Onsemi says China remains a strong market despite softer passenger vehicle volumes

Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...

Tuesday 5 May 2026

Lattice Semiconductor strikes $1.65B deal for AMI as AI data center demand drives record growth

Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for $1.65 billion. The deal...

Tuesday 5 May 2026

Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition

China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace...

Tuesday 5 May 2026

Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...

Tuesday 5 May 2026

Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...

Tuesday 5 May 2026

SK Hynix weighs memory plant shift as HBM demand outlook changes

SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from...

Monday 4 May 2026

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...

Monday 4 May 2026

Win Semiconductors: GaAs and InP supply still meets production demand

Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...

Monday 4 May 2026

Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.

Monday 4 May 2026

AI memory crunch squeezes 5G FWA market

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...

Monday 4 May 2026

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...

Monday 4 May 2026

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...

Monday 4 May 2026

China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Monday 4 May 2026

Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth

Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...

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