Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 11 February 2026

Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...

Wednesday 11 February 2026

SMIC breaks 2025 revenue record, margins fall to 19.2%

On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...

Wednesday 11 February 2026

Alibaba builds Google-class AI stack with 'golden triangle' chip, cloud and model integration

Alibaba has completed the final piece of its AI strategy. T-Head Semiconductor has launched the Zhenwu 810E AI chip, developed in-house by Alibaba across hardware and software. The...

Wednesday 11 February 2026

LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according...

Wednesday 11 February 2026

DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations

Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...

Wednesday 11 February 2026

Anthropic faces trademark lawsuit in India as it expands local operations

A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter...

Wednesday 11 February 2026

Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026

AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties

AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...

Tuesday 10 February 2026

Renesas turns to China and India for recovery after first net loss in six years

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...

Tuesday 10 February 2026

Analysis: Japan's supermajority reshapes Asia's semiconductor competition

Japan's latest election is being read by global markets as a turning point in industrial policy, capital flows, and technology sovereignty across Asia — not a routine political...

Tuesday 10 February 2026

Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail

Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.

Tuesday 10 February 2026

TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

Tuesday 10 February 2026

Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain

China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...

Tuesday 10 February 2026

Exclusive: only cash strength can save China's TOPCon solar sector from endgame

With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...

Tuesday 10 February 2026

Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026

Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo...

2/1442 pages