Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 5 March 2026

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Asia's leading manufacturing AX expo, The Smart Factory + Automation World (AW) 2026, has commenced, taking place from March 4-6, 2026, at Coex in Seoul, South Korea. The event will...

Thursday 5 March 2026

Memory spot prices surge, straining procurement capital and risking industry cycle instability

The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...

Thursday 5 March 2026

Huawei reveals 896-channel automotive LiDAR with dual-optical architecture

Huawei on March 4 unveiled what it said is the world's first mass-produced 896-channel automotive LiDAR, a sensor designed to significantly...

Thursday 5 March 2026

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...

Thursday 5 March 2026

Jack Ma: AI tech evolves weekly, outpacing society's readiness

Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid...

Thursday 5 March 2026

AW 2026: Asus outlines edge AI strategy for smart city deployments

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine...

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

China sets 2026 growth target at 4.5–5% as supply chain risks mount

China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

Thursday 5 March 2026

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

Thursday 5 March 2026

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...

Thursday 5 March 2026

Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook

Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...

Thursday 5 March 2026

Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars

Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...

Thursday 5 March 2026

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

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