Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Tuesday 3 February 2026

Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China...

Tuesday 3 February 2026

Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Tuesday 3 February 2026

ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships

Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...

Tuesday 3 February 2026

Japan's TDK leans on premium batteries while rare earth supply risks deepen

Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...

Tuesday 3 February 2026

China bans hidden EV door handles, forcing industry-wide redesigns

China has stepped up electric vehicle safety regulation, with the Ministry of Industry and Information Technology approving a new mandatory...

Tuesday 3 February 2026

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

The ZTE Corporation has scored a major win in its global patent dispute with Samsung Electronics after a US federal judge dismissed Samsung's FRAND contract and antitrust lawsuit,...

2/1436 pages