Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 12 May 2026

Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit

China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...

Tuesday 12 May 2026

Nvidia's copper-to-fiber AI shift boosts China's optical plays

Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....

Tuesday 12 May 2026

Ichia targets optical communications growth with Evercast Precision investment

Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than...

Tuesday 12 May 2026

Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Tuesday 12 May 2026

Infineon wins US patent ruling against Chinese GaN rival Innoscience

A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary...

Tuesday 12 May 2026

GaN patent fight between China and Europe extends beyond courtroom

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission...

Tuesday 12 May 2026

Himax targets 2026 rebound on auto DDI and AI glasses momentum

Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...

Tuesday 12 May 2026

Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales

Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...

Monday 11 May 2026

Transcend chair sees AI memory supercycle

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...

Monday 11 May 2026

Samsung strike threat puts memory output at risk as 18-day walkout looms

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point...

Monday 11 May 2026

AI data center spending frenzy ignites Sunon's next cooling windfall

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

Monday 11 May 2026

China's cybersecurity AI charges ahead despite US model lockout

AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring about new ways to exploit vulnerabilities, along with new ways to discover and patch...

Monday 11 May 2026

DeepSeek's US$7bn funding bid puts China's AI race on notice

Chinese AI startup DeepSeek is seeking to raise as much as CNY50 billion (US$7.35 billion) in its first external funding round. The deal could value the company at more than CNY350...

Monday 11 May 2026

AMD's 2nm defection to Samsung dents TSMC's AI grip

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...

Monday 11 May 2026

Phison targets AI storage and edge computing growth through Phison 3.0 strategy

Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...

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