Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Monday 11 May 2026

Analysis: Forget the hardware race — Unitree wants to own the robot platform

When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers...

Monday 11 May 2026

AI inference boom fuels memory race, with Samsung in pursuit

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...

Monday 11 May 2026

Samsung reportedly offers above-law severance in China while monitor sales linger

Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a...

Monday 11 May 2026

Alibaba's Qwen could push AI agents into the heart of e-commerce

Alibaba Group is preparing to more deeply integrate its artificial intelligence platform, Qwen, into its vast online shopping ecosystem, a move that could fundamentally reshape how...

Monday 11 May 2026

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026

At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and...

Monday 11 May 2026

AI boom drives Taiwan's semiconductor testing industry into record expansion

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test...

Monday 11 May 2026

Unitree brings App Store ecosystem to humanoid robots

Unitree Robotics has launched what it calls the world's first humanoid robot motion App Store, allowing users to download and install...

Monday 11 May 2026

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:

Monday 11 May 2026

AI surge drives Taiwan push for second-source PCB materials as market booms

The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...

Sunday 10 May 2026

AI demand fills Vanguard's Singapore fab ahead of schedule

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...

Sunday 10 May 2026

King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders

King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...

Saturday 9 May 2026

Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds

Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...

Saturday 9 May 2026

China's robots move from half-marathon to triathlon

Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance...

Saturday 9 May 2026

Adata sees DRAM, NAND prices rise 40% in 2Q26

Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...

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