Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 5 April 2026

Apple pricing seen as key to 2026 smartphone slump

The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...

Sunday 5 April 2026

DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes

After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...

Sunday 5 April 2026

China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties

AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...

Saturday 4 April 2026

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...

Friday 3 April 2026

US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

Friday 3 April 2026

Memory stocks rattled by TurboQuant, but demand outlook holds

Google Research's TurboQuant memory-compression algorithm has raised concerns that demand for AI-related memory could weaken, but South Korean experts and analysts say the market reaction...

Thursday 2 April 2026

Taiwan car market shows structural shifts, with Tesla deliveries surging

Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...

Thursday 2 April 2026

Up Young targets double-digit revenue growth in 2026 through business and brand expansion

Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development...

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...

Thursday 2 April 2026

Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code...

Thursday 2 April 2026

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

Thursday 2 April 2026

Boom turns cautious: Mexico reassesses its embrace of Chinese cars

Chinese automakers have pushed aggressively into overseas markets in recent years, leveraging competitive pricing and tech-forward features to win the attention of dealers and retailers...

Thursday 2 April 2026

Notebook shortages persist despite rumors of easing memory prices

Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

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