Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 17 March 2026

China reins in OpenClaw surge, flags AI agent security risks

China's Ministry of State Security on March 17 issued its first "lobster security guidelines" for AI agents, aiming to cool market hype...

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

Tuesday 17 March 2026

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...

Tuesday 17 March 2026

Alibaba forms 'Token Hub' unit to consolidate AI teams

Alibaba Group Holding is reorganizing its artificial intelligence operations, creating a new business unit to integrate its AI services and development efforts as the Chinese technology...

Tuesday 17 March 2026

As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...

Tuesday 17 March 2026

eMMC shortage sends NAND prices soaring, with further gains ahead

Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...

Tuesday 17 March 2026

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain...

Tuesday 17 March 2026

Memory supply chain defies seasonality with contract price hikes in 1Q26

Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...

Tuesday 17 March 2026

SK Hynix dethrones Samsung as South Korea's most desired employer

South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects...

Tuesday 17 March 2026

Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia

Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...

Tuesday 17 March 2026

Middle East conflict and Section 301 put manufacturers in a double bind

Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...

Tuesday 17 March 2026

Inter Battery 2026: Global battery market still centered on LFP

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...

Tuesday 17 March 2026

WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products

As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...

Tuesday 17 March 2026

China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?

Chinese foundry Hua Hong Semiconductor is reportedly preparing a 7nm chip manufacturing process, a development that could mark a significant shift for China's second-largest contract...

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