Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 2 February 2026

Kioxia targets data center NAND as rivals chase HBM

Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Monday 2 February 2026

ByteDance races to capture closing AI window as Doubao scales up

ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...

Monday 2 February 2026

China breaks into the global top 20 with a trio of chipmaking equipment suppliers

China's drive to localize its semiconductor supply chain is reshaping the global chipmaking equipment industry, with three domestic suppliers now ranking among the world's top 20 for...

Monday 2 February 2026

TSMC revises five-year growth plan, turning tech lead into high profits

TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...

Monday 2 February 2026

Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production

China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...

Monday 2 February 2026

India roundup: EU and India concludes FTA amid global trade disruption

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

Monday 2 February 2026

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.

Sunday 1 February 2026

China controls 80% of global AI glasses production

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...

Saturday 31 January 2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Saturday 31 January 2026

Intel signals return to memory with new DRAM bonding research

In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...

Saturday 31 January 2026

Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost...

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Saturday 31 January 2026

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...

Saturday 31 January 2026

Century Group secures over NT$100 billion in wind power orders

The draft rules for vendor selection in offshore wind power Phase 3-3 have, for the first time, removed localization requirements. However, this has not slowed investment in Taiwan...

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