Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 22 May 2026

BOE, Corning target glass substrates for AI chip packaging

BOE Technology, China's leading display panel maker, is expanding its push into new businesses beyond panels. The company said on the...

Friday 22 May 2026

AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say

At AMD AI DevDay 2026 in Shanghai, AMD CEO Lisa Su and 01.AI founder Kai-Fu Lee outlined what could become the next major shift in artificial intelligence: the transition from generative...

Friday 22 May 2026

Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets

Taobao is shifting its cross-border strategy from low-priced transactions to customer lifetime value by using artificial intelligence to surface latent demand and improve localized...

Friday 22 May 2026

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...

Friday 22 May 2026

Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens

Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads...

Friday 22 May 2026

Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely...

Thursday 21 May 2026

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...

Thursday 21 May 2026

Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch

Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience

Thursday 21 May 2026

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...

Thursday 21 May 2026

GigaDevice sees niche DRAM and NAND prices rising through 2026

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...

Thursday 21 May 2026

OpenAI moves up IPO timeline to get ahead of Anthropic

OpenAI is preparing to file for an initial public offering (IPO) in the coming weeks, a move that could sharpen its competitive edge in the AI race. While company executives had previously...

Thursday 21 May 2026

AI chip boom strains ABF substrate supply chain

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...

Thursday 21 May 2026

Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production

Yulon Motor said at an investor conference on May 20 that it will fully support Foxtron Vehicle Technologies' production capacity requirements, with the N7, Bria, and the latest Carvia...

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...

Thursday 21 May 2026

China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain

China's top-down policies are creating a tech elimination battle in its solar supply chain. Because of severe oversupply in the mainstream N-type tunnel oxide passivated contact (TOPCon)...

2/1525 pages