Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Saturday 21 March 2026

AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion

Advanced Micro Devices is expanding its presence in South Korea's artificial intelligence market through a deepened partnership with local startup Upstage, as plans for large-scale...

Saturday 21 March 2026

Tesla's US$4 billion battery deal signals a shift away from China

US government disclosures have cast rare light on one of the electric vehicle (EV) industry's most closely guarded supply chains, confirming...

Saturday 21 March 2026

Mercedes-Benz Taiwan launches new CLA with Nvidia's Alpamayo platform, readies EV push

Mercedes-Benz Taiwan has officially unveiled the all-new CLA series — the first mass-produced model built on the Mercedes-Benz Modular Architecture (MMA) platform, as announced...

Friday 20 March 2026

Global top-3 memory maker status, 1Q26

AI demand to sustain memory boom in 2026; new competition among the "Big Three" begins.

Friday 20 March 2026

Memory price surge drives Transcend's 15x profit growth in January 2026

Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....

Friday 20 March 2026

HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain

The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...

Friday 20 March 2026

Analysis: Supermicro co-founder's GTC star turn ends in federal indictment

At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...

Friday 20 March 2026

Tencent leverages WeChat ecosystem to lead AI agent race in China

Tencent's rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat's 1.4 billion...

Friday 20 March 2026

As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

Friday 20 March 2026

Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally...

Friday 20 March 2026

Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term p...

Friday 20 March 2026

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating...

Friday 20 March 2026

Allied Circuit sees server, IPC market growth boosting 2H26 outlook

Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...

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