Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 8 April 2026

China export controls spark global InP supply concerns for AI high-speed transmission

Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...

Wednesday 8 April 2026

Arm reportedly plans to sell AGI CPUs in China despite core licensing ban

Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...

Wednesday 8 April 2026

Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation

Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI...

Wednesday 8 April 2026

Karsan Aims for Europe's top5 with Innovative High-tech Products

Karsan, the world's technology-oriented mobility brand in next-generation public transportation, increased its turnover by 11% to 330 million Euros in 2025. Karsan, which...

Tuesday 7 April 2026

FOPLP and WMCM emerge as key to fan-out packaging competitive field

The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...

Tuesday 7 April 2026

US MATCH bill targets China chip equipment, services

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...

Tuesday 7 April 2026

China seeks break from Nvidia CUDA grip in AI chips

Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of...

Tuesday 7 April 2026

Rapid deployment and flexible scalability drive the rise of modular data centers

As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large...

Tuesday 7 April 2026

Arm's three-pronged approach increases pressure on x86 in cloud CPU market

Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...

Tuesday 7 April 2026

In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack

China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...

Tuesday 7 April 2026

US PIPIR advances drone-missile strategy, integrating Taiwan into 'non-China' defense supply chains in Indo-Pacific

Amid sustained Middle East tensions, the US is redirecting strategic attention to the Indo-Pacific region, advancing a defense industrial network among first island chain partners...

Tuesday 7 April 2026

Price wars and vertical integration reshape China's auto industry

China's auto market is undergoing a structural shift in the first quarter of 2026. While joint-venture giants such as Volkswagen and Toyota have posted strong sales, a deeper divergence...

Tuesday 7 April 2026

China's auto sales shift, but price war shows no sign of ending

China's auto market showed a notable shift in the first quarter of 2026, with Volkswagen, Geely, and Toyota returning to the top of the...

Tuesday 7 April 2026

China AI platforms compete for developer access via OpenClaw mirror

Open-source AI agent project OpenClaw, colloquially referred to as "raising lobsters," is gaining momentum in China. The launch of its official China mirror on April...

Tuesday 7 April 2026

Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona

Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026:

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