Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 3 December 2025

AWS plays both sides as Trainium 4 leans into NVLink

In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent...

Wednesday 3 December 2025

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

Wednesday 3 December 2025

Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing...

Wednesday 3 December 2025

China's Kingboard raises prices again as copper and fiberglass costs soar

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard...

Wednesday 3 December 2025

Huawei Cloud reinforces ICT backbone to navigate the next AI cycle

Huawei Cloud entered a new phase of its intelligent-computing strategy in late November 2025 with a sweeping leadership and organizational overhaul.

Wednesday 3 December 2025

Taiwan chipmakers' green energy push forces traditional industries to shoulder tech's carbon costs

Taiwan's semiconductor industry's rush to secure green electricity has created market distortions that threaten the competitiveness of traditional industries, forcing companies like...

Wednesday 3 December 2025

Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia

The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google...

Wednesday 3 December 2025

BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical...

Tuesday 2 December 2025

Server cooling and related patent status

Two-phase liquid cooling technology is gaining visibility, and there is a simultaneous rise in the deployment of liquid cooling patents.

Tuesday 2 December 2025

Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain

Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced...

Tuesday 2 December 2025

Vivo launches iQOO in Taiwan, targets gaming and midrange consumers

Vivo has introduced its iQOO sub-brand to Taiwan with the launch of the iQOO 15, marking the brand's first official entry into the market. The company aims to use iQOO's gaming-centric...

Tuesday 2 December 2025

US rallies allies to secure AI and mineral supply chains amid rare earth crunch

The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West's push to expand rare earth magnet production runs into a worsening shortage...

Tuesday 2 December 2025

Alibaba Cloud's global expansion tests geopolitical boundaries

Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.

Tuesday 2 December 2025

Samsung, SK Hynix set profit-first DRAM regime

Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive...

Tuesday 2 December 2025

Fanuc to collaborate with Nvidia on AI-equipped industrial robots

Japanese industrial robot manufacturer Fanuc announced on December 1, 2025, that it will partner with Nvidia to develop AI-driven robots capable of performing tasks based on verbal...

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