Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 6 March 2026

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Friday 6 March 2026

South Korea's approval for Google to export high-precision maps raises competition and security questions

South Korea's government has reversed a nearly 20-year policy and conditionally allowed Google to export high-precision map data abroad, a move that could shift the competitive landscape...

Friday 6 March 2026

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

On February 28, Hangzhou convened an AI development summit at the Hangzhou Civic Center aimed at positioning the city as China's leading...

Thursday 5 March 2026

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

China's embodied AI and humanoid robotics sector is drawing fresh investment, with two major financing deals signaling accelerating com...

Thursday 5 March 2026

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Asia's leading manufacturing AX expo, The Smart Factory + Automation World (AW) 2026, has commenced, taking place from March 4-6, 2026, at Coex in Seoul, South Korea. The event will...

Thursday 5 March 2026

Memory spot prices surge, straining procurement capital and risking industry cycle instability

The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...

Thursday 5 March 2026

Huawei reveals 896-channel automotive LiDAR with dual-optical architecture

Huawei on March 4 unveiled what it said is the world's first mass-produced 896-channel automotive LiDAR, a sensor designed to significantly...

Thursday 5 March 2026

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...

Thursday 5 March 2026

Jack Ma: AI tech evolves weekly, outpacing society's readiness

Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid...

Thursday 5 March 2026

AW 2026: Asus outlines edge AI strategy for smart city deployments

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

China sets 2026 growth target at 4.5–5% as supply chain risks mount

China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

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