Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 6 March 2026

Alibaba faces questions over Qwen continuity after sudden departures and structural shift

Alibaba Group Holding Ltd.'s core team behind its Qwen large language model faced renewed turbulence after the abrupt resignation of its original technical lead prompted an emergency...

Friday 6 March 2026

Rising silver prices shift solar technology race toward low-silver cells

Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating...

Friday 6 March 2026

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...

Friday 6 March 2026

South Korean Academia: NAND scaling nears ceiling; China seen closing gap

The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...

Friday 6 March 2026

Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment

Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026

China's leading humanoid robot developers gathered at Smart Factory and Automation World 2026 (AW 2026) in South Korea, where companies...

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI...

Friday 6 March 2026

Amtran hits 9-year revenue high in 2025 with product mix optimization

Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13%...

Friday 6 March 2026

China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

Friday 6 March 2026

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Friday 6 March 2026

South Korea's approval for Google to export high-precision maps raises competition and security questions

South Korea's government has reversed a nearly 20-year policy and conditionally allowed Google to export high-precision map data abroad, a move that could shift the competitive landscape...

Friday 6 March 2026

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

On February 28, Hangzhou convened an AI development summit at the Hangzhou Civic Center aimed at positioning the city as China's leading...

Thursday 5 March 2026

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

China's embodied AI and humanoid robotics sector is drawing fresh investment, with two major financing deals signaling accelerating com...

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