Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 3 March 2026

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...

Tuesday 3 March 2026

Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

Tuesday 3 March 2026

DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...

Tuesday 3 March 2026

Apple’s spring refresh bets on loyalty, not lift

Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...

Tuesday 3 March 2026

Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?

Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...

Tuesday 3 March 2026

AI server boom strains tantalum capacitors; MLCC substitution falls short

The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...

Tuesday 3 March 2026

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

Tuesday 3 March 2026

Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars

Volkswagen AG's "in China for China" strategy is facing an uphill battle in the market after less than six months, with the company now entering a fierce pricing war that has spread...

Tuesday 3 March 2026

AI agents drive market role reversal, startup accelerator YC says

Gary Tan, president and CEO of Y Combinator (YC), a startup accelerator, said on February 22 that AI agents are replacing humans as decision-makers in some markets, a shift illustrated...

Monday 2 March 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.

Monday 2 March 2026

Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...

Monday 2 March 2026

Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

Monday 2 March 2026

Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades

Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...

Monday 2 March 2026

Chinese tech brands push premium devices and ecosystem integration at MWC 2026

Chinese suppliers at MWC 2026 are showcasing premium smartphones, AI-driven hardware, and vertically integrated ecosystems, signaling a strategic shift toward higher-end global competition...

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