Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 28 March 2026

PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models

Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...

Saturday 28 March 2026

OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026

Arm enters AI cloud CPU market with limited impact on IC design clients

Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...

Friday 27 March 2026

Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

Friday 27 March 2026

CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

Friday 27 March 2026

Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26

Specialized display maker Data Image is eyeing year-on-year revenue growth in the first half of 2026, with results expected from several product lines. In addition, the company has...

Friday 27 March 2026

Taiwan weighs response as China expands 'long-arm jurisdiction' reach

More than a decade after Taiwanese display makers were swept up in a global antitrust crackdown, officials in Taipei are again warning of the risks posed by expanding legal reach across...

Friday 27 March 2026

SK Hynix targets KRW100 trillion net cash as AI demand surges, eyes US listing

SK Hynix plans to build more than KRW100 trillion (approx. US$66 billion) in net cash to support long-term investment in artificial intelligence...

Friday 27 March 2026

South Korea's M.AX Alliance warns against funding China's robotics

Facing rapid advances in automation and AI from China's manufacturing sector, South Korea is accelerating its manufacturing AI transformation (AX) through the government-led Manufacturing...

Friday 27 March 2026

Yulon eyes momentum from AI manufacturing and energy biz in 2026

Yulon Motor held an online investor briefing on March 25, where the company's president, Kuo-Hsing Hsu, stated that 2025 was a low point for the company's operations amid geopolitical...

Friday 27 March 2026

CMC targets over 18% sales surge in 2026 on EV push, Mitsubishi lineup and localization strategy

Taiwan's China Motor Corporation (CMC) is positioning for a sales rebound in 2026 after navigating a difficult year marked by macroeconomic headwinds and policy uncertainty, banking...

Friday 27 March 2026

Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment

AI computing is pushing the semiconductor industry into a structural growth phase, reshaping global capacity and technology pathways, according to Lily Feng, President of SEMI China,...

Friday 27 March 2026

SK Hynix keeps HBM shipments steady, targets HBM4E sample this year

SK Hynix expects stable growth in its high-bandwidth memory (HBM) business this year and plans to keep shipments in line with initial...

Friday 27 March 2026

Japanese automakers diverge: EV retreat vs. hydrogen ambition

Sony Honda Mobility, the joint venture between Sony and Honda, has scrapped the two "Afeela"-branded electric vehicles it had been developing,...

Friday 27 March 2026

DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits

Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...

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