Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 12 February 2026

Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus

Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...

Thursday 12 February 2026

Taiwan notebook industry, 4Q 2025

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.

Thursday 12 February 2026

China claims five places in 2025 global OSAT top 10

The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...

Thursday 12 February 2026

The Netherlands draws a harder line on Nexperia’s Chinese parent

The Enterprise Chamber of the Amsterdam Court of Appeal in the Netherlands has ordered a formal investigation into Dutch chipmaker Nexperia BV, deepening a legal dispute that has curtailed...

Thursday 12 February 2026

Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy

As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...

Thursday 12 February 2026

Tesla expands charging network in Taiwan as policy questions persist

Tesla opened Taiwan's largest V4 Supercharger station on Tuesday, expanding its fast-charging network even as questions linger over potential...

Thursday 12 February 2026

MCU makers raise prices as packaging costs surge

The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...

Thursday 12 February 2026

Taiwan's renewable backup mandate fuels energy storage growth

Taiwan's government has mandated that renewable energy power sellers and generators must maintain "backup power capacity" to address the issue of intermittency and its impact on grid...

Thursday 12 February 2026

Chinese MCU price hikes open door for Holtek's quality play

Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...

Wednesday 11 February 2026

ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters...

Wednesday 11 February 2026

Analysis: Arm pivots to data centers as smartphones slump

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...

Wednesday 11 February 2026

Netherlands' China-hawk cabinet signals tighter grip on chip tech

Europe's technology security posture toward China is tightening. The Netherlands is emerging as an early indicator. A new Dutch cabinet dominated by China hawks signals tighter export...

Wednesday 11 February 2026

Tongtai Machine & Tool shifts from equipment maker to system integrator in face of accelerated global manufacturing restructuring

Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server,...

Wednesday 11 February 2026

TSMC Japan expansion mirrors broader Taiwan tech retreat from China

C. C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Company, announced that the company's 3-nanometer manufacturing technology will be deployed in Japan,...

Wednesday 11 February 2026

Inventory pressures ease for Taiwan's networking equipment makers

Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton...

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