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Wednesday 29 October 2025
Chinese panel makers' low prices win over shipments but lose out on revenue
Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...
Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Wednesday 29 October 2025
CPCA Show Plus 2025: China's PCB industry rallies around the AI boom
The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers...
Wednesday 29 October 2025
Huawei Cloud on the back foot in China's AI race
Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking...
Wednesday 29 October 2025
Column: How China's rare earth chokehold is reshaping the global tech landscape
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing.
Wednesday 29 October 2025
Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...
Tuesday 28 October 2025
CATL's dominance puts squeeze on South Korean battery rivals
Leading Chinese battery maker CATL's 2024 revenue was more than four times the average of South Korea's three major battery firms, highlighting a structural gap in the global battery...
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street...
Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
Tuesday 28 October 2025
China signals rare earth export reprieve as trade talks with U.S. advance
Head of a high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping, trade officials from both countries wrapped up a round of negotiations in Malaysia,...
Tuesday 28 October 2025
China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

China has taken a major step toward localising advanced semiconductor materials. The Standardisation Administration of China has released...

Tuesday 28 October 2025
Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...
Monday 27 October 2025
Unitree's H2 humanoid stuns with bionic face, eyes US$7B market debut

Chinese robotics firm Unitree Robotics is drawing global attention with the debut of its full-scale bionic humanoid robot, the H2. The...

Monday 27 October 2025
CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25
Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from...
Monday 27 October 2025
Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve
Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic...