Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 13 February 2026

Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment

As the European Union-China trade dispute over battery electric vehicles (BEVs) drags on, the EU is on track to replace punitive tariffs of up to 35% with a "minimum price commitment"...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Friday 13 February 2026

Samsung said to gain 8nm orders in Europe as 2nm plan advances

Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

Friday 13 February 2026

The Hangzhou AI dark horse that took over accounting workflows

Generative AI is crossing a critical threshold, shifting from an assistive tool to a system capable of directly assuming work. Early in 2026, this shift became visible almost simultaneously...

Friday 13 February 2026

E-glass capacity cuts trigger production shifts for Taiwan CCL makers

The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...

Friday 13 February 2026

Apple and Samsung solidify their lead as only brands with over 1 billion active users

Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas...

Thursday 12 February 2026

Global semiconductor industry, 2026

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026

BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing

BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...

Thursday 12 February 2026

Z.ai unveils GLM-5, advances AI agents and China chip compatibility

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities...

Thursday 12 February 2026

Tower Semiconductor revamps strategy after Intel deal collapses

Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...

Thursday 12 February 2026

Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier

Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...

Thursday 12 February 2026

Canada prepares safeguards ahead of Chinese EV imports

The first wave of Chinese electric vehicles is expected to enter the Canadian market in February 2026 under a new trade arrangement. But alongside the arrival of lower-cost cars comes...

Thursday 12 February 2026

China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

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