Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 31 March 2026

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...

Tuesday 31 March 2026

China's analog chip price surge spreads, benefiting mature AI process assets

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...

Tuesday 31 March 2026

Custom chips demand spike draws Taiwan firms into ASIC arena

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...

Tuesday 31 March 2026

Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers

The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel...

Monday 30 March 2026

China's chip equipment and supply chain scale up on AI demand, look overseas

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.

Monday 30 March 2026

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...

Monday 30 March 2026

Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand

Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions...

Monday 30 March 2026

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...

Monday 30 March 2026

Huawei PanguLM lead exits, reviving model controversy

Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has...

Monday 30 March 2026

China builds open RISC-V chip platform with Xiangshan, Ruyi OS

China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...

Monday 30 March 2026

Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

Monday 30 March 2026

Phison and Intel go hybrid to keep China's AI lobster craze from burning out

The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Monday 30 March 2026

Arm pushes beyond licensing with a new AI CPU platform

Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...

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