Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 26 April 2026

AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026

Samsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

Samsung Electronics and Kingston Technology have reportedly notified distributors of price increases of more than 10% across their solid-state...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

Sunday 26 April 2026

Commentary: Sodium batteries reset EV cost structure and supply chain balance

For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply...

Friday 24 April 2026

New Partner of the Year at HPE 2026 Partner Summit

NewPower Worldwide today announced it was recognized by Hewlett Packard Enterprise (HPE) at the HPE Operations Partner Summit 2026, receiving the Spares Supply Chain...

Friday 24 April 2026

Memory price surge reshapes global notebook competition in 2026

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...

Friday 24 April 2026

Heran's three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth

Taiwan-based appliance maker Heran's shift to a multi-brand, multi-product strategy signals that mature appliance markets can still expand by segmenting price tiers; global consumers...

Friday 24 April 2026

White House accuses China of 'industrial-scale' AI theft, signals crackdown

The White House has accused China of conducting "industrial-scale" theft of US artificial intelligence intellectual property, a development that could escalate tensions in the ongoing...

Friday 24 April 2026

Commentary: DeepSeek rethinks funding strategy under talent drain and AI race

The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external...

Friday 24 April 2026

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications...

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

Friday 24 April 2026

E Ink and Netronix eye e-reader growth despite DRAM headwinds

As color electronic paper technology matures, the e-reader market is entering a new growth phase—one that could reshape global reading habits and retail channels. Consumers worldwide...

Friday 24 April 2026

German automakers lose share as EV incentives lift Chinese rivals

Germany's EV subsidy program is set to open for applications in May, with retroactive eligibility for vehicles purchased as early as January. But while the policy is intended to bolster...

Friday 24 April 2026

SMIC returns to advanced packaging, scales team to boost AI chip strategy

China's leading foundry, SMIC, is quietly recalibrating its strategy, moving beyond its long-standing focus on front-end wafer manufacturing...

Friday 24 April 2026

Intel flags price increases and supply shortages as CPU demand strengthens

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...

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