CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Thursday 23 April 2026
Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
Thursday 23 April 2026
China hands 11.5-year sentence in rare earth, semiconductor data leak case
China is intensifying investigations and enforcement against data leaks in critical sectors across its industrial supply chain, targeting areas such as rare earths, semiconductors,...
Thursday 23 April 2026
Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks
Chinese tech giants Tencent Holdings and Alibaba Group are reportedly in talks to invest in AI startup DeepSeek, as the company seeks fresh funding that could value it at more than...
Thursday 23 April 2026
Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show
Volkswagen's plan to launch 50 electric models by 2030 while cutting global production capacity signals major structural shifts for consumers, suppliers, and markets worldwide. The...
Thursday 23 April 2026
Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets
A former researcher at Samsung Electronics was sentenced to seven years in prison on April 22 by a South Korean court for leaking core semiconductor trade secrets to a Chinese competitor...
Thursday 23 April 2026
Shenzhen launches China's first full-stack domestic 14,000P AI cluster
Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...
Thursday 23 April 2026
SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent...
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market
Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...
Thursday 23 April 2026
What Apple's new CEO inherits: AI, China, and a governance reckoning
Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Thursday 23 April 2026
AIDC transitions into full-scale drone systems provider, advancing autonomy with in-house R&D
Taiwan's Aerospace Industrial Development Corporation (AIDC) is fast-tracking its transition from a supporting aerospace contractor into a full-fledged drone system provider, aiming...