Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 25 March 2026

Global semiconductor market rebounds in 2025 with AI-led expansion

According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...

Wednesday 25 March 2026

SK Hynix sets sights on US ADR listing to strengthen capital base

SK Hynix is reportedly set to issue new shares and list American Depositary Receipts (ADRs) on the US market. Industry analysts say the company aims to use the proceeds to expand production...

Wednesday 25 March 2026

Tesla prepares to enter India's industrial energy storage market

Tesla is preparing to enter India's industrial energy storage market, according to a job advertisement posted on the company's careers website and reported by Reuters. The...

Wednesday 25 March 2026

Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26

Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due...

Wednesday 25 March 2026

CATL, BYD drive China's next energy frontier with sodium-ion and perovskite solar

As the rest of the world scrambles to catch up with China in lithium-ion batteries, Chinese companies are already pushing into new frontiers — racing to scale up sodium-ion batteries...

Tuesday 24 March 2026

DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26

Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...

Tuesday 24 March 2026

Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch

Samsung Electronics is reportedly advancing development of its next-generation tri-fold smartphone following the Galaxy Z TriFold, which ceased production just three months after launch...

Tuesday 24 March 2026

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026

Techman's product shift and semiconductor focus could sustain growth despite macro uncertainty

Techman Robot plans to release a dual-arm robot and deploy an upgraded humanoid model at customer sites in the second half of 2026, moves the company says will broaden its addressable...

Tuesday 24 March 2026

Insta360 pushes back against DJI in escalating patent dispute

China's leading consumer drone maker, DJI, has formally filed suit against rival Insta360, alleging disputes over ownership of six patents. The case, which also implicates several...

Tuesday 24 March 2026

MediaTek's Airoha takes on US giants in optical comms DSP chip arena

The expansion of AI data centers is creating new business opportunities that are opening the door for upstarts to challenge industry leaders. A prime example is the four-level pulse...

Tuesday 24 March 2026

China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance

Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...

Tuesday 24 March 2026

OpenClaw lands in WeChat, signaling a new era of AI agents in messaging

Tencent has officially launched ClawBot, a plugin that integrates the popular open-source AI agent framework OpenClaw into its flagship messaging platform, WeChat, marking a significant...

Tuesday 24 March 2026

Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking...

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