Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 16 March 2026

Global smartphone AP industry, 4Q 2025

Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year...

Monday 16 March 2026

ByteDance pauses global launch of AI video model under copyright clash

ByteDance, the parent company of TikTok, has put the worldwide rollout of its latest AI video-generation model, Seedance 2.0, on hold...

Monday 16 March 2026

DRAM prices surge 180% as HBM competition shifts to profitability

DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...

Monday 16 March 2026

IC design houses push 12-inch chips as 8-inch process price hikes loom

The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...

Monday 16 March 2026

Sino-American Silicon advances MWT BC cells for space solar market

Sino-American Silicon Products Inc. (SAS) outlined its strategy for the emerging space solar market during an investor conference on March 11. Chairwoman Doris Hsu said the company...

Monday 16 March 2026

Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI

A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores...

Monday 16 March 2026

Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom

AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing...

Monday 16 March 2026

Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors

Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server...

Monday 16 March 2026

Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

As Formula One (F1) prepares to introduce new power unit regulations in 2026, the sport faces its most dramatic technical transformation...

Monday 16 March 2026

Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge

China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...

Monday 16 March 2026

Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays

Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...

Monday 16 March 2026

Interview: Taiwan's industrial spirit — the hidden geopolitical layer

As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban...

Sunday 15 March 2026

SpeedTech enters LEO satellite supply chain, eyes double-digit growth

SpeedTech said it plans to deepen its presence in the low-Earth orbit (LEO) satellite supply chain in 2026 as part of a broader strategy to diversify across multiple industries. The...

Sunday 15 March 2026

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...

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