Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 19 March 2026

Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27

At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...

Thursday 19 March 2026

Column: OpenClaw ignites China's AI agent land grab

OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters...

Thursday 19 March 2026

Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026

Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership

OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.

Thursday 19 March 2026

China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026

BYD slides as foreign automakers reclaim ground in China

China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...

Thursday 19 March 2026

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...

Thursday 19 March 2026

Samsung strike vote nears, DS and DX divisions clash over bonuses

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...

Thursday 19 March 2026

Hormuz blockade triggers domino effect across semiconductor supply chain

Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...

Thursday 19 March 2026

Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport

Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in...

Wednesday 18 March 2026

Nvidia partners with chipmakers to advance industrial robotics

At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys —...

Wednesday 18 March 2026

Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply

Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...

Wednesday 18 March 2026

Nvidia reportedly preparing Groq AI chips for the Chinese market

Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference...

Wednesday 18 March 2026

Tencent joins OpenClaw as sponsor after copy dispute, aligns with OpenAI and Baidu

OpenClaw founder Peter Steinberger accused Tencent of copying a GitHub open-source project without providing support, prompting Tencent...

Wednesday 18 March 2026

Chinese automakers navigate North America but face 2027 compliance barriers

Despite multiple tariffs and policy barriers imposed by the US on China's auto industry, Chinese automakers have avoided directly confronting the restrictions. Instead, they are adopting...

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