Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 23 March 2026

Will Qualcomm CEO highlight beyond AI PCs at Computex?

Computex 2026, set to take place in June, has once again invited Qualcomm CEO Cristiano Amon as the opening keynote speaker. In recent years, Qualcomm has stepped up its efforts at...

Monday 23 March 2026

Facing regulatory and competitive pressures, Apple CEO signals alignment with China

Apple CEO Tim Cook struck a conciliatory tone at the China Development Forum, praising Chinese developers and manufacturing capabilities while emphasizing shared goals in innovation...

Monday 23 March 2026

Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko

The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture...

Monday 23 March 2026

Apple cuts China App Store fees as AI agents threaten app economy

Apple will cut App Store commissions in China from March 15, lowering the standard rate from 30% to 25% and discounted tiers for small developers and selected programs from 15% to...

Saturday 21 March 2026

Xiaomi MiMo-V2-Pro tops AI model rankings in blind tests

An unidentified artificial intelligence (AI) model, Hunter Alpha, has drawn industry attention in recent weeks. It has now been confirmed...

Saturday 21 March 2026

Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure

Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices...

Saturday 21 March 2026

AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion

Advanced Micro Devices is expanding its presence in South Korea's artificial intelligence market through a deepened partnership with local startup Upstage, as plans for large-scale...

Saturday 21 March 2026

Tesla's US$4 billion battery deal signals a shift away from China

US government disclosures have cast rare light on one of the electric vehicle (EV) industry's most closely guarded supply chains, confirming...

Saturday 21 March 2026

Mercedes-Benz Taiwan launches new CLA with Nvidia's Alpamayo platform, readies EV push

Mercedes-Benz Taiwan has officially unveiled the all-new CLA series — the first mass-produced model built on the Mercedes-Benz Modular Architecture (MMA) platform, as announced...

Friday 20 March 2026

Global top-3 memory maker status, 1Q 2026

The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.

Friday 20 March 2026

Memory price surge drives Transcend's 15x profit growth in January 2026

Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....

Friday 20 March 2026

HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain

The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...

Friday 20 March 2026

Analysis: Supermicro co-founder's GTC star turn ends in federal indictment

At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...

Friday 20 March 2026

Tencent leverages WeChat ecosystem to lead AI agent race in China

Tencent's rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat's 1.4 billion...

Friday 20 March 2026

As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

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