Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 7 October 2026

Canon courts India's chip projects as toolmakers jostle for an early foothold

India's young chip industry is becoming a contest among the world's largest semiconductor equipment makers, with Canon the latest to declare its interest. The race remains at an early,...

Wednesday 7 October 2026

Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one...

Wednesday 7 October 2026

BOE chairman expected to meet Samsung executive as LCD panel prices rise

Chinese display makers have raised LCD panel prices as global TV makers head into the holiday season, raising costs for TV makers worldwide. BOE chairman Yanshun Chen is expected to...

Wednesday 7 October 2026

Hua Yang, Zeiss launch COSMA-M for chip metrology

Hua Yang Precision Machinery has teamed up with Zeiss to launch COSMA-M, a high-precision measurement system aimed at the semiconductor metrology market as demand surges from AI, high-performance...

Wednesday 7 October 2026

Kingston retains 62% memory module share as B2B AI demand surges

Memory module maker Kingston Technology announced that, according to TrendForce's revenue rankings, it held a 62% share of the global third-party dynamic random-access memory (DRAM)...

Wednesday 7 October 2026

Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure builds

Samsung Electro-Mechanics (Semco) has secured another major AI server order, signing a KRW290 billion (about US$216 million) contract to supply multilayer ceramic capacitors (MLCCs)...

Wednesday 7 October 2026

DIGITIMES Insight: AI servers will carry nearly twice as many CPUs per accelerator by 2027

Demand for agentic AI in commercial and consumer markets was rising rapidly, and the market appeal of consumer services such as Meta Muse was expanding. In agentic AI tasks, large...

Wednesday 7 October 2026

Debate Before Decision: 7 AI Agents Reduce Crypto Market Bias

The cryptocurrency market operates 24/7, with prices fluctuating rapidly and critical data scattered across news platforms, social media, order books, and research reports...

Tuesday 6 October 2026

AMD to expand Taiwan supply chain investment as AI demand drives capacity needs

AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...

Tuesday 6 October 2026

Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts

Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls...

Tuesday 6 October 2026

China's 15th five-year plan elevates PCB role in AI supply chains

China's Ministry of Industry and Information Technology and the National Development and Reform Commission have released the 15th Five-Year Plan for the development of the electronic...

Tuesday 6 October 2026

Nittobo expands glass cloth output as AI chip demand strains global supply

Nittobo is expanding production of its T-Glass glass cloth as demand from AI chip makers tightens a critical part of the global semiconductor supply chain. The move matters beyond...

Tuesday 6 October 2026

How RobCo and the robotics unicorn wave are redefining industrial automation

Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems.

Tuesday 6 October 2026

Arcadyan September revenue hits record on mobile communications strength

As the networking market enters its traditional peak season, customer demand is gradually recovering. Arcadyan Technology announced on October 5 its September revenue, which reached...

Tuesday 6 October 2026

Huawei's Kirin 9050 Pro reveals new logic folding chip design

Huawei's Kirin 9050 Pro has been fully broken down by Chinese and overseas researchers, giving the market a closer look at the company's "LogicFolding" approach. Analysis from Geekerwan...

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