Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 11 June 2026

Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Global smartphone industry, 1Q 2026

Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY

Thursday 11 June 2026

Niching Industrial sees heat spreader revenue hit record on AI server demand

AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....

Thursday 11 June 2026

China red-chip crackdown forces IPO hopefuls to rethink offshore listings

China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that...

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...

Thursday 11 June 2026

AI boom drives capital inflows, but Taiwan sees low systemic risk

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Thursday 11 June 2026

Taiwan auto parts makers see openings as China's car market resets

Taiwanese auto parts makers are finding new opportunities as China's auto market undergoes a sharp reset, with stronger sales from emerging brands and a seasonal pickup expected to...

Thursday 11 June 2026

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...

Thursday 11 June 2026

Taiwan optical suppliers target drones, robots as smart-camera demand grows

Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...

Thursday 11 June 2026

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...

Thursday 11 June 2026

Grab's Taiwan push faces scrutiny over data security, antitrust concerns, and market overlap

Grab is seeking to enter Taiwan through an acquisition of Foodpanda, but the deal remains under regulatory review. If approved, the transaction is expected to close in the second half...

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