Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 12 August 2026

Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground

Whether Germany's renewed electric vehicle (EV) subsidies are inadvertently helping Chinese brands accelerate their push into Europe has become a closely watched issue across the global...

Wednesday 12 August 2026

OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

Wednesday 12 August 2026

CXMT DDR5 yield tops 90%, narrowing gap with Samsung

China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics...

Wednesday 12 August 2026

SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026

Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives...

Wednesday 12 August 2026

Tesla FSD faces key EU review over regulations and transparency

Tesla's Full Self-Driving (FSD) system has entered a critical stage in seeking European Union (EU) market approval, but the review...

Wednesday 12 August 2026

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...

Wednesday 12 August 2026

Memory giants hold $38 billion in customer guarantees as buyer leverage seen returning by 2029

The global memory industry has embraced a new business model over the past two quarters. Memory manufacturers are not only signing multi-year supply agreements with customers, but...

Wednesday 12 August 2026

Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...

Wednesday 12 August 2026

DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity

DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with...

Wednesday 12 August 2026

China's polysilicon makers draw cost floor after solar losses top US$1.9 billion

China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.

Wednesday 12 August 2026

Fudan's single-electron memory breakthrough opens new path for 2D chip scaling

China's effort to advance memory technology has gained a new research avenue, with a Fudan University team developing a room-temperature single-electron non-volatile memory device...

Wednesday 12 August 2026

Synnex sees strong growth in value-added commercial IT, semiconductors

AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...

Wednesday 12 August 2026

MediaTek July 2026 revenue falls as non-mobile units offset slowdown

MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year,...

Wednesday 12 August 2026

Panel makers turn to AI packaging as old fabs gain value

Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...

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