Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 15 June 2026

Visionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Monday 15 June 2026

AI power race lifts transformer demand, gives Fortune Electric pricing edge

AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...

Monday 15 June 2026

LG Energy Solution secures patent licensing deal with Sunwoda, ending two-year dispute

LG Energy Solution (LGES) reached a patent licensing agreement with Chinese battery maker Sunwoda, ending a two-year legal battle that had involved courts in Germany, China, and South...

Monday 15 June 2026

China eases InP substrate exports, lifting compound semiconductor supply

China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...

Monday 15 June 2026

Machine tool suppliers forge alliances to offer one-stop solutions

In response to a structural shift in the global manufacturing industry, Taiwan's machine tool makers are forming alliances to deliver...

Monday 15 June 2026

Commentary: EU eco-design rules set new bar for smartphone durability and repairability

The EU's new eco-design, energy labeling, and battery rules for smartphones and tablets may do more than improve environmental performance. They could change how device makers compete,...

Sunday 14 June 2026

Taiwan's Eris expects order surge after sanctions on Chinese competitor

The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology...

Sunday 14 June 2026

Taiwan's screen giants look beyond LCDs for their next act

The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display...

Saturday 13 June 2026

Taiwan drone suppliers push into Western defense chains as Ukraine demand climbs

Taiwan's drone suppliers are seeking deeper ties with Western defense contractors and Ukraine's wartime drone industry, as export demand...

Saturday 13 June 2026

Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

Saturday 13 June 2026

Samsung to review strategy as memory boom pressures devices

Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split...

Saturday 13 June 2026

AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business

As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the...

Saturday 13 June 2026

Linkotech: FOPLP rollout is gaining early traction

Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit...

Saturday 13 June 2026

DeepSeek hiring points to AI infrastructure ambitions beyond rented compute

DeepSeek's hiring activity is drawing almost as much attention as its model releases, with roles for internet data center (IDC) design and planning engineers, senior data center operations...

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