Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 10 February 2026

Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion

Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...

Tuesday 10 February 2026

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...

Tuesday 10 February 2026

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...

Tuesday 10 February 2026

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...

Tuesday 10 February 2026

Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026

Samsung boosts HBM4 DRAM investment to secure market leadership

Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...

Monday 9 February 2026

Takaichi's election victory clears path for Japan's chip sovereignty, military buildup

Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...

Monday 9 February 2026

OpenClaw and Cowork spark desktop AI agent race in China

The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global...

Monday 9 February 2026

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...

Monday 9 February 2026

EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales

Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...

Monday 9 February 2026

US and India agree framework for interim trade deal to advance bilateral pact talks

The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral...

Monday 9 February 2026

Winbond, Macronix post strong January sales as memory demand heats up

Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...

Monday 9 February 2026

Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature

Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...

Monday 9 February 2026

Silicon Motion expands enterprise storage amid NAND supply shift

NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...

Monday 9 February 2026

Samsung, SK Hynix shift to shorter memory contracts as prices surge

Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...

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