Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 10 February 2026

Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve

Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...

Tuesday 10 February 2026

Amkor pivots toward AI and HPC with ambition to expand advanced packaging

Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...

Tuesday 10 February 2026

Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart

On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the...

Tuesday 10 February 2026

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026

Phison CEO meets India's Modi to boost NAND, edge AI strategies

Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...

Tuesday 10 February 2026

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...

Tuesday 10 February 2026

Commentary: From retreat to return, SMIC's long road back to advanced packaging

China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...

Tuesday 10 February 2026

Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs

Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...

Tuesday 10 February 2026

Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion

Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...

Tuesday 10 February 2026

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...

Tuesday 10 February 2026

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...

Tuesday 10 February 2026

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...

Tuesday 10 February 2026

Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026

Samsung boosts HBM4 DRAM investment to secure market leadership

Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...

Monday 9 February 2026

Takaichi's election victory clears path for Japan's chip sovereignty, military buildup

Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...

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