Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 27 January 2026

Samsung doubles down on Galaxy A as Chinese brands take half the market

Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.

Tuesday 27 January 2026

Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?

OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...

Tuesday 27 January 2026

India, EU strike trade pact as Trump tariffs force global realignment

India and the EU have finalized negotiations on a landmark free trade agreement (FTA), a move hailed as historic by both sides as they navigate strained relations with the US and global...

Tuesday 27 January 2026

Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on...

Tuesday 27 January 2026

AI and localization reshape China's semiconductor supply chain as price hikes arrive

After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory...

Tuesday 27 January 2026

Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough

Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved...

Tuesday 27 January 2026

Commentary: Behind the scenes of Jensen Huang's China trip

While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.

Tuesday 27 January 2026

Analysis: Why Foxconn and Hotai are targeting Japan's toughest market

Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.

Tuesday 27 January 2026

Memory chip super cycle opens door for China to challenge South Korea

The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...

Tuesday 27 January 2026

Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor

T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...

Tuesday 27 January 2026

Yageo leads chip resistor price hikes, Walsin follows

Price increases are spreading through the passive components industry as clearer pricing signals from market leaders accelerate the trend across the supply chain. Products ranging...

Tuesday 27 January 2026

TSMC's capex surprise reveals blind spots in semiconductor forecasting

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...

Monday 26 January 2026

Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...

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