Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 11 May 2026

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026

At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and...

Monday 11 May 2026

AI boom drives Taiwan's semiconductor testing industry into record expansion

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test...

Monday 11 May 2026

Unitree brings App Store ecosystem to humanoid robots

Unitree Robotics has launched what it calls the world's first humanoid robot motion App Store, allowing users to download and install...

Monday 11 May 2026

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:

Monday 11 May 2026

AI surge drives Taiwan push for second-source PCB materials as market booms

The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...

Sunday 10 May 2026

AI demand fills Vanguard's Singapore fab ahead of schedule

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...

Sunday 10 May 2026

King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders

King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...

Saturday 9 May 2026

Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds

Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...

Saturday 9 May 2026

China's robots move from half-marathon to triathlon

Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance...

Saturday 9 May 2026

Adata sees DRAM, NAND prices rise 40% in 2Q26

Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...

Friday 8 May 2026

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...

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