CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Wednesday 28 October 2026
Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight
Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member...
Wednesday 28 October 2026
Samsung DX division opens Suzhou robotics R&D hub
Samsung Electronics' Device eXperience (DX) division has established its first overseas research and development site for manufacturing technology in Suzhou, China, leveraging the...
Wednesday 28 October 2026
CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry
China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the...
Wednesday 28 October 2026
SK hynix Announces 3Q26 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 104.6155 trillion won in revenues, 83.3338 trillion won in operating profit (with...

Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share...
Tuesday 27 October 2026
Nvidia DSX POD challenges traditional AI data center construction
At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX...
Tuesday 27 October 2026
China AI token debate highlights challenge of monetizing compute
More than half of China's AI token usage is reportedly concentrated in short dramas and video generation, but ByteDance's Doubao has disputed the figure, saying video-generation models...
Tuesday 27 October 2026
Charts: Why German automakers are becoming marginalized in US BEV market
German automakers maintained overall sales in the US during the third quarter, but that momentum came mainly from gasoline-powered vehicles. In the battery electric vehicle (BEV) market,...
Tuesday 27 October 2026
Nvidia says GPUs last 8 years, unlocking AI financing
After the GTC Berlin conference, Nvidia CEO Jensen Huang and Silicon Valley technology investor Gavin Baker spoke with Yahoo Finance for about half an hour. Huang confirmed...
Tuesday 27 October 2026
AWS, Google challenge CUDA as AMD, Intel cut AI switch costs
AWS has launched the open-source TorchNeuron tool, allowing developers to port PyTorch artificial intelligence (AI) applications to its custom Trainium chips without rewriting code...
Tuesday 27 October 2026
China supply-chain price hikes strain domestic demand
China’s semiconductor and electronics supply chains are reporting a wave of price increases, from Goke Microelectronics raising quotes for hybrid-packaged memory products to...
Tuesday 27 October 2026
Fine M-Tec rejects component blame as foldable market outlook remains positive
Fine M-Tec has rejected claims that components it supplied contributed to reported display damage in Apple's first foldable iPhone, saying the issue involves multiple components and...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...