Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 11 February 2026

ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters...

Wednesday 11 February 2026

Analysis: Arm pivots to data centers as smartphones slump

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...

Wednesday 11 February 2026

Netherlands' China-hawk cabinet signals tighter grip on chip tech

Europe's technology security posture toward China is tightening. The Netherlands is emerging as an early indicator. A new Dutch cabinet dominated by China hawks signals tighter export...

Wednesday 11 February 2026

Tongtai Machine & Tool shifts from equipment maker to system integrator in face of accelerated global manufacturing restructuring

Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server,...

Wednesday 11 February 2026

TSMC Japan expansion mirrors broader Taiwan tech retreat from China

C. C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Company, announced that the company's 3-nanometer manufacturing technology will be deployed in Japan,...

Wednesday 11 February 2026

Inventory pressures ease for Taiwan's networking equipment makers

Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton...

Wednesday 11 February 2026

Pan-International January revenue drops as tariff concerns delay orders

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...

Wednesday 11 February 2026

Silan raises device prices about 10% from March, signaling wider cost pass-through

On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...

Wednesday 11 February 2026

TCL narrows gap with Samsung as Chinese TV brands gain ground

Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...

Wednesday 11 February 2026

Strong CSP investment spurs AI data center growth and boosts component shipments

Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...

Wednesday 11 February 2026

Exclusive: Taiwan weighs auto tariff cuts in talks with industry leaders

Taiwan's Ministry of Economic Affairs convened a closed-door meeting with leading domestic automakers on February 10, 2026, signaling that potential tariff changes on imported vehicles...

Wednesday 11 February 2026

Why SMIC’s full fabs don’t guarantee fatter profits

China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...

Wednesday 11 February 2026

Analysis: Big tech's AI buildout spending spree set to reshape global supply chains

America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...

Wednesday 11 February 2026

Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes

Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...

Wednesday 11 February 2026

Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological...

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