Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 26 September 2026

DIGITIMES Insight: China's memory makers seek scale, funding to close the gap with global leaders

China's two leading memory suppliers are moving to raise capital and expand output as demand for chips grows, a shift that could reshape...

Saturday 26 September 2026

Wi-Fi 7 drives enterprise network refresh as channel inventories normalize

Europe's enterprise networking market is emerging from a two-year inventory correction as Wi-Fi 7 adoption accelerates and pulls spending...

Saturday 26 September 2026

Acer, Phison split on DRAM outlook as PC memory supply eases

Acer and Phison Electronics are offering sharply different readings of the DRAM market as supply conditions improve for mainstream PC memory while AI and server demand keep the broader...

Friday 25 September 2026

Dutch PM presses US to avoid tighter ASML China curbs

Dutch Prime Minister Rob Jetten is pressing Washington to avoid another round of export restrictions on ASML's China business as US lawmakers pursue legislation that could tighten...

Friday 25 September 2026

Trump-Xi summit leaves rare-earth issue unresolved amid yttrium supply squeeze

The Trump-Xi summit left rare-earth supplies among the unresolved issues in US-China economic relations, as the US and Japan confront uneven access to yttrium, a little-known rare-earth...

Friday 25 September 2026

Trump, Xi back AI talks as hotline details remain unclear

The US and China have brought artificial intelligence into their bilateral economic dialogue and received leader-level backing to continue talks. Still, details of an AI safety hotline...

Friday 25 September 2026

BOE supplies panel for LG's 5K Mini LED gaming monitor

China's BOE is supplying the panel for LG Electronics' 27-inch UltraGear evo 27GM950B, putting the display maker's technology in one of LG's premium gaming monitors as BOE expands...

Friday 25 September 2026

China's autonomous-driving suppliers confront the limits of software moats

Chinese autonomous-driving software specialist Momenta posted a strong first-half performance, with gross margin reaching 73.2% and...

Friday 25 September 2026

Bright LED Electronics rides PCBA rebound to double-digit growth

Bright LED Electronics said its core profit rebounded in the first half of 2026, helped by recovering printed circuit board assembly...

Thursday 24 September 2026

Grab turns Taiwan into a launchpad for Southeast Asia expansion

Grab is expanding the scope of its Taiwan strategy beyond food delivery, launching an overseas expansion programme for merchants aimed at helping Taiwanese food and beverage (F&B)...

Thursday 24 September 2026

ASRock Industrial revenue jumps 95% in 1H26 on North America deal

ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract...

Thursday 24 September 2026

CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

China's ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory...

Thursday 24 September 2026

China AI's new moat: low-cost models meet a rapidly localising hardware stack

China's AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined...

Thursday 24 September 2026

Peking University Dean's rare Intel China appearance hails AI-plus edge adoption

Chinese macroeconomist Justin Lin, dean of Peking University's Institute of New Structural Economics, made a rare appearance at a tech...

Thursday 24 September 2026

Yusin Malaysia plant to fully ramp up by 4Q26

Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected...

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