Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 3 March 2026

Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue

Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...

Tuesday 3 March 2026

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...

Tuesday 3 March 2026

Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth

As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...

Tuesday 3 March 2026

US moves to bar federal purchases of China-linked chips

The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement...

Tuesday 3 March 2026

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...

Tuesday 3 March 2026

Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

Tuesday 3 March 2026

DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...

Tuesday 3 March 2026

Apple’s spring refresh bets on loyalty, not lift

Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...

Tuesday 3 March 2026

Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?

Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...

Tuesday 3 March 2026

AI server boom strains tantalum capacitors; MLCC substitution falls short

The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...

Tuesday 3 March 2026

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

Tuesday 3 March 2026

Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars

Volkswagen AG's "in China for China" strategy is facing an uphill battle in the market after less than six months, with the company now entering a fierce pricing war that has spread...

Tuesday 3 March 2026

AI agents drive market role reversal, startup accelerator YC says

Gary Tan, president and CEO of Y Combinator (YC), a startup accelerator, said on February 22 that AI agents are replacing humans as decision-makers in some markets, a shift illustrated...

Monday 2 March 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.

Monday 2 March 2026

Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

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