Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 17 August 2026

US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive...

Monday 17 August 2026

AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek

Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...

Monday 17 August 2026

FSC plans MLPC trial production by end-2026 in passive component push

FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...

Monday 17 August 2026

T-glass demand surges as IC substrate makers see shortages through 2028

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...

Monday 17 August 2026

Solomon posts record 2Q26 profit as AI vision, robotics orders surge

AI vision specialist Solomon Technology Corporation reported strong financial results for the second quarter of 2026, with quarterly profit reaching a record high. Solomon chairman...

Sunday 16 August 2026

Interview: Orbbec bridges physical AI data gaps with robot-free platform

As physical AI and robotics draw unprecedented market attention, a key bottleneck is clogging the deployment pipeline: quality, real-world...

Sunday 16 August 2026

China's AI supernode build-out turns more chips into more computing power

China is accelerating construction of its national computing network, and a growing share of new capacity is likely to use supernodes...

Sunday 16 August 2026

HDRE reports first-half growth as Japan and Australia projects expand

HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of...

Saturday 15 August 2026

Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings

Chinese humanoid robot maker Unitree Robotics has drawn significant market attention with its IPO. Based on DIGITIMES' review of the company's three-hour IPO roadshow and Q&A session...

Saturday 15 August 2026

J&V Energy lifts 1H revenue on storage and green power trading

J&V Energy Technology said its first-half 2026 results were lifted by growing energy storage projects and green power trading, with...

Saturday 15 August 2026

Tripod posts record second-quarter margins on strong server and memory demand

Tripod Technology said revenue and profit both hit record highs in the second quarter of 2026, driven by strong shipments of server and memory products and the continued effect of...

Friday 14 August 2026

Memory supply crunch pushes long-term contracts beyond the big three

The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...

Friday 14 August 2026

China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger...

Friday 14 August 2026

Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the...

Friday 14 August 2026

Alibaba Cloud races ahead with Ulanqab AI infrastructure

Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...

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