Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 12 June 2026

Google TPU orders shift as MediaTek, Marvell, and Broadcom split market

Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...

Friday 12 June 2026

China squeezes InP supplies, jolting US-Taiwan optics chain

China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

Friday 12 June 2026

Alibaba's DingTalk ousts founder CEO after AI overhaul exposes management rift

Alibaba-owned DingTalk is facing renewed scrutiny after a management controversy at the intelligent workplace platform triggered a leadership shake-up. Alibaba Group announced on June...

Thursday 11 June 2026

Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Global smartphone industry, 1Q 2026

Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY

Thursday 11 June 2026

Niching Industrial sees heat spreader revenue hit record on AI server demand

AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....

Thursday 11 June 2026

China red-chip crackdown forces IPO hopefuls to rethink offshore listings

China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that...

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...

Thursday 11 June 2026

AI boom drives capital inflows, but Taiwan sees low systemic risk

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Thursday 11 June 2026

Taiwan auto parts makers see openings as China's car market resets

Taiwanese auto parts makers are finding new opportunities as China's auto market undergoes a sharp reset, with stronger sales from emerging brands and a seasonal pickup expected to...

Thursday 11 June 2026

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...

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