Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 31 March 2026

Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace

China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...

Tuesday 31 March 2026

Memory chip shortage drives surge in China's used phone chip market

The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...

Tuesday 31 March 2026

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...

Tuesday 31 March 2026

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

Tuesday 31 March 2026

Memory shortage persists as AI-era supply-demand imbalance deepens

Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...

Tuesday 31 March 2026

China's EVE Energy hits record revenue in 2025, but margins come under pressure

EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...

Tuesday 31 March 2026

OpenClaw signals shift to AI agents and self-evolving models

The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward...

Tuesday 31 March 2026

India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers

India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period,...

Tuesday 31 March 2026

LCD monitor panel prices rose as notebook panel price drop slowed in March

Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...

Tuesday 31 March 2026

BYD faces tougher market with rising sales, falling profits

BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability...

Tuesday 31 March 2026

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...

Tuesday 31 March 2026

China's analog chip price surge spreads, benefiting mature AI process assets

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...

Tuesday 31 March 2026

Custom chips demand spike draws Taiwan firms into ASIC arena

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...

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