Global supply chain: China market

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IN THE NEWS

Thursday 12 March 2026

Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market

As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set...

Thursday 12 March 2026

Asia Vital Components plans major liquid cooling expansion, expects market shift

Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost...

Thursday 12 March 2026

Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs

Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...

Thursday 12 March 2026

AMD CEO Lisa Su reportedly plans South Korea trip for Samsung, Naver talks during Nvidia GTC

Reports indicate AMD CEO Lisa Su will visit South Korea in the coming days to discuss cooperation with Samsung Electronics and Naver. Some...

Thursday 12 March 2026

Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost

Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market...

Thursday 12 March 2026

Honor flagship phone to launch in Taiwan by 2Q26, shaking up market

The Taiwanese smartphone market is set to welcome a new contender as Honor plans to open stores and begin selling phones and mobile accessories in 2026. After its flagship model, the...

Thursday 12 March 2026

China's space surge: reusable rockets and mega-constellations reshape rivalry with US

China conducted more than 90 orbital launches in 2025 and achieved several milestones, including collecting samples from the far side of the Moon, constructing a low-Earth orbit (LEO)...

Thursday 12 March 2026

Asus launches infrastructure solutions group as AI server revenue surges

Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...

Thursday 12 March 2026

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end...

Thursday 12 March 2026

SMIC flags supply squeeze in memory, BCD chips

China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across...

Thursday 12 March 2026

US-Iran clash seen as short-term shock as markets look toward possible de-escalation

The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...

Thursday 12 March 2026

Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud

Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise...

Thursday 12 March 2026

Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26

Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained...

Thursday 12 March 2026

Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand

Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most...

Thursday 12 March 2026

CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year...

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