Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 11 February 2026

Pan-International January revenue drops as tariff concerns delay orders

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...

Wednesday 11 February 2026

Silan raises device prices about 10% from March, signaling wider cost pass-through

On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...

Wednesday 11 February 2026

TCL narrows gap with Samsung as Chinese TV brands gain ground

Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...

Wednesday 11 February 2026

Strong CSP investment spurs AI data center growth and boosts component shipments

Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...

Wednesday 11 February 2026

Exclusive: Taiwan weighs auto tariff cuts in talks with industry leaders

Taiwan's Ministry of Economic Affairs convened a closed-door meeting with leading domestic automakers on February 10, 2026, signaling that potential tariff changes on imported vehicles...

Wednesday 11 February 2026

Why SMIC’s full fabs don’t guarantee fatter profits

China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...

Wednesday 11 February 2026

Analysis: Big tech's AI buildout spending spree set to reshape global supply chains

America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...

Wednesday 11 February 2026

Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes

Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...

Wednesday 11 February 2026

Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological...

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...

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