Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 18 May 2026

Memory shortage gives Team Group room to favor long-term customers

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

Monday 18 May 2026

Oppo, Vivo keep telephoto lenses separate to protect margins

Oppo and Vivo are expanding their flagship Ultra models into overseas markets in 2026 as they upgrade operating systems, deepen cooperation...

Sunday 17 May 2026

Silicon-carbon batteries become latest front in US-China tech rivalry

As American battery startups continue working to commercialize next-generation silicon-carbon batteries, Chinese manufacturers are already deploying the technology at scale and now...

Sunday 17 May 2026

Galatek targets advanced packaging market, eyes Taiwan foundries

Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...

Saturday 16 May 2026

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...

Saturday 16 May 2026

Column: Orbit are now battlefields—how the world's powers are militarizing space

In April 2024, the People's Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded...

Friday 15 May 2026

Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.

Friday 15 May 2026

China keeps tight InP export controls despite Trump-Xi talks

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...

Friday 15 May 2026

TTI targets global ADC market with upstream next-gen linker and payload platforms

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed...

Friday 15 May 2026

Fiber shortage deepens as orders for Chinese vendors extend to 2027

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...

Friday 15 May 2026

Maserati turns to Huawei as China's EV power expands into luxury cars

In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...

Friday 15 May 2026

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics...

Friday 15 May 2026

Trump-Xi summit is Nvidia's best shot at getting back into China

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...

Friday 15 May 2026

Samsung strike risk lifts memory spot prices as supply risks mount

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

Friday 15 May 2026

US clears Nvidia’s H200 for China, but Beijing can still say no

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

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