Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 24 February 2026

Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

Tuesday 24 February 2026

Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026

Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance,...

Tuesday 24 February 2026

Generative AI forces rethink of SaaS pricing and product design, Appier says

Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier...

Tuesday 24 February 2026

CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades

The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...

Tuesday 24 February 2026

South Korean battery leaders ramp up LFP production for North American ESS market

The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution...

Tuesday 24 February 2026

Infineon bets on humanoid robots, targets AI data center-level growth

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...

Tuesday 24 February 2026

Panasonic’s restructuring marks another step in China’s television ascent

Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense...

Tuesday 24 February 2026

Nokia licensing ruling blocks Asus and Acer online sales in Germany

Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.

Tuesday 24 February 2026

Billions in cash, trillions in tokens: China's AI model showdown

Around the 2026 Lunar New Year, China's large model market entered its most concentrated launch cycle to date. Z.ai, MiniMax, Alibaba, and ByteDance released or upgraded models across...

Tuesday 24 February 2026

US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues

The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including...

Tuesday 24 February 2026

China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist

Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist,...

Tuesday 24 February 2026

Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

Tuesday 24 February 2026

Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...

Tuesday 24 February 2026

Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...

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