Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 30 March 2026

NeurIPS rule barring OFAC-listed institutions raises global collaboration concerns

NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding...

Monday 30 March 2026

AI compression won't ease memory crunch, NAND shortage set to persist

AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...

Monday 30 March 2026

2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

Monday 30 March 2026

China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Monday 30 March 2026

SMIC accused of supplying chipmaking tools to Iran military, US officials say

SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...

Sunday 29 March 2026

Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments

Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and...

Sunday 29 March 2026

A race to the bottom: China’s auto boom turns brutally competitive

The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is un...

Sunday 29 March 2026

Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

Sunday 29 March 2026

AI demand leaves memory industry's commodity model intact

espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

Saturday 28 March 2026

PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models

Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...

Saturday 28 March 2026

OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026

Arm enters AI cloud CPU market with limited impact on IC design clients

Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...

Friday 27 March 2026

Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

Friday 27 March 2026

CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

Friday 27 March 2026

Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26

Specialized display maker Data Image is eyeing year-on-year revenue growth in the first half of 2026, with results expected from several product lines. In addition, the company has...

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