Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 22 May 2026

Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.

Friday 22 May 2026

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...

Friday 22 May 2026

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

China AMOLED panel maker EverDisplay Optronics completed a board reshuffle and senior management overhaul after a board meeting on May 20, appointing a former Hua Hong Semiconductor...

Friday 22 May 2026

AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics),...

Friday 22 May 2026

Tesla ramps up hiring for self-driving team in China

Tesla has begun recruiting for driver-assistance roles in China as it pushes ahead to bring its full self-driving (FSD) system to market. The move comes after repeated delays and amid...

Friday 22 May 2026

Xiaomi expands YU7 lineup with new GT model and entry-level variant

On May 21 in Beijing, Xiaomi held its "Human–Car–Home" ecosystem product launch event, where founder, chairman, and CEO Lei Jun unveiled the updated Xiaomi YU7 family,...

Friday 22 May 2026

China's Wuhan optics hub bets big on AI with 12.8T module debut

The rapid adoption of generative AI, large language models, and AI agents is accelerating global data center construction and driving a new growth cycle in optical communications....

Friday 22 May 2026

Memory shortage reaches smartphone OLED market as shipments fall 12%

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

Friday 22 May 2026

China telcos launch token billing, AI inference goes mass-market

China's three major telecom operators introduced token-based billing plans in May as they packaged large-model inference resources into standardized products for consumers, developers,...

Friday 22 May 2026

Hotai Motor to trial hydrogen buses and weighs US-made SUVs and pickups as revenue hits record

Hotai Motor Co. said it evaluated importing US-made large SUVs and pickup trucks and announced trial operations for a hydrogen bus fleet in southern Taiwan in the third quarter of...

Friday 22 May 2026

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support...

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that...

Friday 22 May 2026

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

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