Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 12 February 2026

Z.ai unveils GLM-5, advances AI agents and China chip compatibility

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities...

Thursday 12 February 2026

Tower Semiconductor revamps strategy after Intel deal collapses

Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...

Thursday 12 February 2026

Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier

Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...

Thursday 12 February 2026

Canada prepares safeguards ahead of Chinese EV imports

The first wave of Chinese electric vehicles is expected to enter the Canadian market in February 2026 under a new trade arrangement. But alongside the arrival of lower-cost cars comes...

Thursday 12 February 2026

China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

Thursday 12 February 2026

Applied Materials settles with BIS for US$252.5 million over SMIC shipments

Applied Materials, a Santa Clara-based semiconductor equipment maker, has reached a US$252.5 million settlement with the US Department of Commerce's Bureau of Industry and Security...

Thursday 12 February 2026

Samsung's premium TV discounts reflect pressure from China's expanding mini LED push

Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional...

Thursday 12 February 2026

Foxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive...

Thursday 12 February 2026

TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure

Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...

Thursday 12 February 2026

SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...

Thursday 12 February 2026

Taiwan PCB industry unites at Apex Expo for US advanced packaging push

Amid mounting tariff pressures and geopolitical risks, the Taiwan Printed Circuit Association (TPCA) announced that it will showcase a Taiwan advanced packaging zone at Apex Expo 2026,...

Thursday 12 February 2026

Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus

Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...

Thursday 12 February 2026

Taiwan notebook industry, 4Q 2025

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.

Thursday 12 February 2026

China claims five places in 2025 global OSAT top 10

The latest global ranking of the top 10 outsourced semiconductor assembly and test (OSAT) providers points to a shift in competitive balance. In 2025, five Chinese companies entered...

Thursday 12 February 2026

The Netherlands draws a harder line on Nexperia’s Chinese parent

The Enterprise Chamber of the Amsterdam Court of Appeal in the Netherlands has ordered a formal investigation into Dutch chipmaker Nexperia BV, deepening a legal dispute that has curtailed...

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