Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

Thursday 22 January 2026

GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year

GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...

Thursday 22 January 2026

Chinese AI chipmakers face mixed reactions to Nvidia H200 block

The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

Thursday 22 January 2026

Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group...

Thursday 22 January 2026

PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

Thursday 22 January 2026

TYC expands presence in automotive supply chain with US manufacturing push

TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...

Thursday 22 January 2026

Chinese banks turn to satellites, boosting the country's commercial space industry

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial...

Thursday 22 January 2026

Commentary: China's NPI edge comes under pressure

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...

Thursday 22 January 2026

Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...

Thursday 22 January 2026

Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...

Thursday 22 January 2026

US-Taiwan tariff deal clears key uncertainty for chipmakers, says GlobalWafers chair

GlobalWafers chairwoman Doris Hsu spoke to the media on January 21, outlining the company's current US strategy and sharing her views on the recently finalized US-Taiwan tariff agr...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Thursday 22 January 2026

Nanya expects memory shortage through 1H27 amid surging demand

Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...

Thursday 22 January 2026

Rising China-Japan tensions put semi materials in the spotlight

As tensions between China and Japan escalate over export controls on rare earths and semiconductor materials, China is accelerating efforts...

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