Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 24 February 2026

Infineon bets on humanoid robots, targets AI data center-level growth

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...

Tuesday 24 February 2026

Panasonic’s restructuring marks another step in China’s television ascent

Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense...

Tuesday 24 February 2026

Nokia licensing ruling blocks Asus and Acer online sales in Germany

Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.

Tuesday 24 February 2026

Billions in cash, trillions in tokens: China's AI model showdown

Around the 2026 Lunar New Year, China's large model market entered its most concentrated launch cycle to date. Z.ai, MiniMax, Alibaba, and ByteDance released or upgraded models across...

Tuesday 24 February 2026

US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues

The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including...

Tuesday 24 February 2026

China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist

Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist,...

Tuesday 24 February 2026

Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

Tuesday 24 February 2026

Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...

Tuesday 24 February 2026

Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...

Tuesday 24 February 2026

Gemini 3.1 Pro raises the bar; when will DeepSeek respond?

After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across...

Tuesday 24 February 2026

Analysis: MediaTek’s long game in cloud silicon

MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...

Tuesday 24 February 2026

Tong Hsing Electronic Partners with SixSense

Tong Hsing Electronic, a global leader in semiconductor assembly and testing services, today announced a strategic collaboration with Singapore-based AI solutions provider...

Monday 23 February 2026

SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026

Nokia patent suit triggers Germany sales ban on Acer and Asus PCs

Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...

1/1448 pages