Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 23 March 2026

China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia

Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...

Monday 23 March 2026

Zenitron warns memory shortages will reverberate across global tech supply chains

Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...

Monday 23 March 2026

China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support

As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly...

Monday 23 March 2026

Nvidia sees self-driving cars as a long-term growth engine

Beyond its GTC conference, autonomous vehicles have long stood out as a key application in Nvidia's AI ecosystem. For the company, revenue from self-driving systems represented only...

Monday 23 March 2026

Arm targets China's physical AI market post-strategic restructuring

Widely known for its mobile IP business, Arm has recently accelerated its push into the physical AI segment in China, following its expansion into the data center market and a strategic...

Monday 23 March 2026

Samsung chairman joins Beijing forum as China seeks foreign chip investment

Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to...

Monday 23 March 2026

China's DeepLink unifies heterogeneous chips to boost AI computing power

The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough...

Monday 23 March 2026

Memory supply squeeze dents IPC profits

The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...

Monday 23 March 2026

SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung

SK Hynix is reportedly evaluating the use of Taiwan Semiconductor Manufacturing Company's (TSMC) 3-nanometer process for producing the logic die in its seventh-generation high-bandwidth...

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...

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