Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 14 May 2026

Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens

US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...

Thursday 14 May 2026

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...

Thursday 14 May 2026

HDRE to deploy containerized AI compute at Australian and Japanese storage sites

HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize...

Thursday 14 May 2026

Taiwan plans green power spot market to ease surplus renewable power by 2027

Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures...

Thursday 14 May 2026

NSK-NTN merger to create the world's largest bearing maker

Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial...

Thursday 14 May 2026

China's semiconductor godfather warns against 2nm fixation

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...

Thursday 14 May 2026

Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges.

Wednesday 13 May 2026

Canada opens limited EV market to China as automakers jockey for position

Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports...

Wednesday 13 May 2026

Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge

Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...

Wednesday 13 May 2026

China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting...

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