Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 24 February 2026

Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...

Tuesday 24 February 2026

Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...

Tuesday 24 February 2026

Gemini 3.1 Pro raises the bar; when will DeepSeek respond?

After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across...

Tuesday 24 February 2026

Analysis: MediaTek’s long game in cloud silicon

MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...

Tuesday 24 February 2026

Tong Hsing Electronic Partners with SixSense

Tong Hsing Electronic, a global leader in semiconductor assembly and testing services, today announced a strategic collaboration with Singapore-based AI solutions provider...

Monday 23 February 2026

SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026

Nokia patent suit triggers Germany sales ban on Acer and Asus PCs

Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...

Monday 23 February 2026

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...

Monday 23 February 2026

Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026

Nvidia challenges Intel, AMD with AI laptop chips

Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...

Monday 23 February 2026

AMD replicates Nvidia's playbook to backstop US$300 million Crusoe loan

Advanced Micro Devices (AMD) is making a bold pivot by guaranteeing a US$300 million loan for cloud startup Crusoe, signaling a shift from pure hardware competition to financial engineering...

Monday 23 February 2026

US deploys Tech Corps to counter China's AI expansion in developing markets

The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's...

Friday 20 February 2026

Taiwan surpasses China in monthly imports to the US for first time in decades

The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...

Wednesday 18 February 2026

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

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