Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 17 February 2026

Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges

Under stage lights, humanoid robots walked, waved, and turned in a flawless sequence at a Lunar New Year gala in China, a brief demonstration that industry observers say highlights...

Tuesday 17 February 2026

India seeks to position itself as a global AI hub

India has launched the India AI Impact Summit 2026 in New Delhi, marking the first time the global AI event is hosted in the Global South. The five-day gathering, running from February...

Tuesday 17 February 2026

Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics

Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamicsWith President Donald Trump set to visit China in just...

Tuesday 17 February 2026

EU's minimum price commitment pressures Chinese EV makers on value and pricing

The European Commission officially introduced a minimum price commitment mechanism in mid-January 2026 for imports of battery electric vehicles (BEV) from China to Europe, as an alternative...

Monday 16 February 2026

Taiwan rolls out AI push to transform its 1.71 million SMEs

Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...

Monday 16 February 2026

Memory crunch tightens CIS capacity, pressures smartphone supply chain

The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...

Monday 16 February 2026

China's GPU Four race to power large models, eye inference surge

China's leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren...

Monday 16 February 2026

Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew...

Monday 16 February 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Monday 16 February 2026

India fines Intel over discriminatory warranty policy

On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02...

Sunday 15 February 2026

A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology...

Sunday 15 February 2026

CXMT races to scale up as yield gaps and export curbs bite

CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...

Sunday 15 February 2026

Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes

Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...

Saturday 14 February 2026

ByteDance expands chip team to 1,000, advancing four major design lines

Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware...

Saturday 14 February 2026

China sets price guidelines to curb cutthroat EV competition

China's State Administration for Market Regulation (SAMR) issued a set of guidelines on February 12 aimed at regulating pricing throughout the automotive production process, as part...

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