Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 9 March 2026

South Korea's IC design moves to bridge demand and local foundries

Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only...

Monday 9 March 2026

Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan

Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...

Monday 9 March 2026

AW 2026: Advantech sees a way out of physical AI's 'chaos'

As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants...

Monday 9 March 2026

Micron: LPDRAM server demand to outpace market; Taiwan key production base

The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...

Monday 9 March 2026

Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

Monday 9 March 2026

Component price surge hits business PC market harder than consumer segment

Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply...

Sunday 8 March 2026

Adata chairman expects NAND price surge in 2H26

Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...

Sunday 8 March 2026

Tier-1 orders from major automakers fueling growth for Hiroca

The Chinese automotive market is undergoing an unprecedented transformation amid increasing industry volatility. As new energy vehicle (NEV) penetration rapidly rises, the traditional...

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Sunday 8 March 2026

Defense chips, satellite systems now "100% localized," Chinese academics say

As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience...

Saturday 7 March 2026

Qwen shake-up sparks AI talent war with Z.ai and DeepMind

According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba's core Qwen team member Jun-Yang Lin's resignation in an internal letter to Tongyi Lab,...

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Saturday 7 March 2026

SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada

Wire and cable maker Hotron Precision Electronic Industrial's subsidiary, SmartGreen Solution, signed a long-term partnership with Canadian company Grid Vici on March 5, 2026. From...

Friday 6 March 2026

February EV registrations reveal new market dynamics in Taiwan

According to the latest vehicle registration data released in early March 2026, Taiwan's auto market saw a sharp drop of nearly 40% in total vehicle registrations to about 22,000 units...

Friday 6 March 2026

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...

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