Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 18 March 2026

Oppo seeks to offset component cost pressures with global expansion and premium push

Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...

Wednesday 18 March 2026

HD Renewable Energy deepens presence in Japan's power market with 50MW Hokkaido energy storage project

Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging...

Wednesday 18 March 2026

Industry Leaders Unite for Mini SSD Ecosystem Seminar

The "Mini SSD Strategic Seminar" convened recently to strengthen collaboration and accelerate ecosystem development following the successful "Mini SSD Ecosystem Application...

Wednesday 18 March 2026

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...

Wednesday 18 March 2026

Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand

Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...

Wednesday 18 March 2026

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...

Wednesday 18 March 2026

China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...

Wednesday 18 March 2026

Taiwan on track to outpace China's growth again in 2026

Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...

Tuesday 17 March 2026

MSI to increase gaming product prices by up to 30% as memory costs spike

With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...

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...

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