Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 13 March 2026

Taiwanese chipmakers target drone market at Embedded World 2026

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

Friday 13 March 2026

Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...

Friday 13 March 2026

T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials,"...

Friday 13 March 2026

Apple slashes App Store commission in China following discussions with regulators

Apple will lower commission rates charged on digital purchases in the China App Store, reducing the standard fee for in-app purchases and paid apps from 30% to 25%, according to reports...

Friday 13 March 2026

China claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics

China's advanced materials sector has made new strides. China National Building Material Group (CNBM) unveiled a domestically developed T1200-grade ultra-high-strength carbon fiber...

Friday 13 March 2026

Memory prices hit Chromebook hardest, even with AI boom

Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...

Friday 13 March 2026

Innolux posts small 2025 profit during ongoing factory sale drama

Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to...

Friday 13 March 2026

Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

The Taiwanese semiconductor sector reported a starkly bifurcated performance for February 2026, as a massive cyclical rebound in the memory market...

Friday 13 March 2026

Hotai Group shifts Taiwan car market strategies from volume to value in 2026

As a key player in Taiwan's automotive industry, Hotai Group draws significant attention with its annual outlook released early each year, which is generally seen as an indicator of...

Friday 13 March 2026

India's PC shipments hit record in 2025 on AI notebook and enterprise demand

India's traditional PC market reached a record 15.9 million shipments in 2025, rising 10.2% year over year, according to IDC. Strong enterprise demand, rising adoption of AI-enabled...

Thursday 12 March 2026

Nvidia expands GPU market share as AIB shipments rise despite increased costs

Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...

Thursday 12 March 2026

Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market

As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set...

Thursday 12 March 2026

Asia Vital Components plans major liquid cooling expansion, expects market shift

Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost...

Thursday 12 March 2026

Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs

Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...

Thursday 12 March 2026

AMD CEO Lisa Su reportedly plans South Korea trip for Samsung, Naver talks during Nvidia GTC

Reports indicate AMD CEO Lisa Su will visit South Korea in the coming days to discuss cooperation with Samsung Electronics and Naver. Some...

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