Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 2 April 2026

Up Young targets double-digit revenue growth in 2026 through business and brand expansion

Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development...

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...

Thursday 2 April 2026

Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code...

Thursday 2 April 2026

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

Thursday 2 April 2026

Boom turns cautious: Mexico reassesses its embrace of Chinese cars

Chinese automakers have pushed aggressively into overseas markets in recent years, leveraging competitive pricing and tech-forward features to win the attention of dealers and retailers...

Thursday 2 April 2026

Notebook shortages persist despite rumors of easing memory prices

Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

Thursday 2 April 2026

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...

Thursday 2 April 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

Thursday 2 April 2026

Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

Thursday 2 April 2026

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...

Wednesday 1 April 2026

Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8

Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process...

Wednesday 1 April 2026

AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy

Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment...

Wednesday 1 April 2026

Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

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