Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 27 May 2026

Thunder Tiger, Elan eye defense and commercial drone markets

Thunder Tiger said on May 26 that it has signed a memorandum of understanding (MoU) with Elan Microelectronics to jointly develop AI...

Tuesday 26 May 2026

Alchip: ASIC growth may outpace the broader GPU market

For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase...

Tuesday 26 May 2026

The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030

Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion

Tuesday 26 May 2026

Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules

China's semiconductor war has been underway for seven or eight years now.

Tuesday 26 May 2026

Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus

The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has...

Tuesday 26 May 2026

Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious...

Tuesday 26 May 2026

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...

Tuesday 26 May 2026
Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...

Tuesday 26 May 2026
Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport
Kian-Shen Industrial, a unit of Yulon Motor, reported on May 26 that 2025 consolidated revenue fell to NT$1.246 billion, a 15% decrease from the prior year, as customer labor shortages,...

Tuesday 26 May 2026
GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...

Tuesday 26 May 2026
China pushes homegrown AI stack with local chips, LLMs
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National...

Tuesday 26 May 2026
Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties...

Tuesday 26 May 2026
Wingtech sues Nexperia for US$1.2B as it fights delisting risk
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages...

Tuesday 26 May 2026
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock...

Tuesday 26 May 2026
Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition
Samsung Electronics announced a new 2026 gaming monitor lineup that includes the industry's first 6K (6,144×3,456) gaming display, positioning the company to defend high-end...

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