Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 5 March 2026

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...

Thursday 5 March 2026

China sets 2026 growth target at 4.5–5% as supply chain risks mount

China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

Thursday 5 March 2026

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

Thursday 5 March 2026

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...

Thursday 5 March 2026

Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook

Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...

Thursday 5 March 2026

Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars

Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...

Thursday 5 March 2026

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

Thursday 5 March 2026

Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Thursday 5 March 2026

WT Microelectronics sees 2026 growth despite memory price hikes

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...

Wednesday 4 March 2026

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...

Wednesday 4 March 2026

BYD sales surpass Tesla in 20 countries with vertical integration and local production

Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...

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