Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Friday 27 March 2026

OnePlus India CEO Robin Liu steps down amid shipment decline

OnePlus said its India chief executive Robin Liu will step down effective March 31, as the company faces declining shipments and ongoing restructuring within its parent group, according...

Friday 27 March 2026

Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns

At SEMICON China 2026, AMD VP and Head of Corporate Strategy and Partnerships Mario Morales delivered a stark warning: while the AI market is rapidly expanding toward a projected US$1.7...

Thursday 26 March 2026

Slower-than-expected smart cockpit monetization prompts global recalibration

Slower-than-expected monetization of smart cockpits is prompting a global reassessment of in-car payments, with implications for automakers, tech platforms, and financial institutions...

Thursday 26 March 2026

China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports

Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing,...

Thursday 26 March 2026

Dell sees stronger AI demand boosting early PC orders despite memory price hikes

Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...

Thursday 26 March 2026

Commentary: TSMC chairman exposes three realities behind China's robot FOMO

When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait...

Thursday 26 March 2026

Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%

Ritek's warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical...

Thursday 26 March 2026

MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026

MicroIP unveiled automotive AI advances at AI EXPO Taiwan 2026, signaling wider availability of driver monitoring and electronic rearview mirror solutions for global fleets and aftermarket...

Thursday 26 March 2026

Chinese EV makers edge out Tesla in Europe's budget market

Europe's new car market posted modest growth in February 2026. BEV and PHEV sales drove the gains, while internal combustion engine (ICE) models continued to lose ground. Chinese automakers...

Thursday 26 March 2026

Samsung SDI secures LFP cathode supply to strengthen North American ESS push

Samsung SDI has secured a multi-year supply of LFP cathode materials from L&F, strengthening its North American energy storage system (ESS) strategy and reducing reliance on Chinese...

Thursday 26 March 2026

SEMICON China opens with focus on AI chips and advanced packaging

SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.

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