Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 30 March 2026

Huawei PanguLM lead exits, reviving model controversy

Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has...

Monday 30 March 2026

China builds open RISC-V chip platform with Xiangshan, Ruyi OS

China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...

Monday 30 March 2026

Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

Monday 30 March 2026

Phison and Intel go hybrid to keep China's AI lobster craze from burning out

The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Monday 30 March 2026

Arm pushes beyond licensing with a new AI CPU platform

Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...

Monday 30 March 2026

AI-driven memory market set to top US$600 billion on rising storage demand

The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...

Monday 30 March 2026

Sumco shifts wafer strategy to equipment upgrades over new plant

Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...

Monday 30 March 2026

Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?

Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...

Monday 30 March 2026

AI optical boom forces FICG into overdrive expansion

Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...

Monday 30 March 2026

SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward

Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group.

Monday 30 March 2026

China launches probe into US green product trade barriers

China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities...

Monday 30 March 2026

Thermoplastic composites see growing applications in EVs and humanoid robots

Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...

Monday 30 March 2026

NeurIPS rule barring OFAC-listed institutions raises global collaboration concerns

NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding...

Monday 30 March 2026

AI compression won't ease memory crunch, NAND shortage set to persist

AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...

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