Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 4 February 2026

AMD sees PC growth in 2026 despite market contraction

Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...

Wednesday 4 February 2026

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...

Wednesday 4 February 2026

Vanguard International Semiconductor sees strong 2026 AI server power demand

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...

Wednesday 4 February 2026

Intel CEO unveils plans to enter GPU market dominated by Nvidia

Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...

Wednesday 4 February 2026

Taiwan prioritizes global partnerships in trade

Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang...

Wednesday 4 February 2026

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...

Wednesday 4 February 2026

China's tech giants transform Lunar New Year into AI showdown

This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope...

Wednesday 4 February 2026

Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch

Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...

Wednesday 4 February 2026

Alibaba's Quark glasses escalate China's push against Meta and Samsung

Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step...

Wednesday 4 February 2026

Aito's surge lifts Seres to front of China's EV race

After Huawei transferred the "Aito" brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly...

Wednesday 4 February 2026

China leads the humanoid robot supply chain, with 2026 sales forecast to jump

Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...

Wednesday 4 February 2026

Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025

The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...

Wednesday 4 February 2026

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country...

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