Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 26 December 2025

Huawei sets Ascend 950 launch for 1H26; China hedges ahead of Nvidia H200

As 2025 draws to a close, the US-China AI compute market is entering a phase of guarded competition and selective cooperation. While the US government has launched an inter-agency...

Friday 26 December 2025

Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026

Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...

Friday 26 December 2025

Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale

Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand...

Friday 26 December 2025

AI data center boom deepens reliance on Chinese components despite supply chain shifts

Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...

Friday 26 December 2025

US drone ban opens door for Taiwan's non-China chip designers

Taiwan's integrated circuit design houses are accelerating shipments to the global drone market as US trade restrictions on Chinese manufacturers reshape international supply chains...

Friday 26 December 2025

FineMat pivots to drones, chip packaging amid China's display supply chain localization

FineMat Applied Materials is retooling its business as China's push to localize its display supply chain cuts into demand for the Taiwanese company's core products, prompting new...

Friday 26 December 2025

Hygon outlines dual-chip roadmap for system-level AI computing

At the Hygon-initiated HAIC 2025 Artificial Intelligence Innovation Conference in Kunshan from December 17 to 19, Hygon Information Technology...

Friday 26 December 2025

YF Capital backs InnoStar Semiconductor, extending Jack Ma's China memory chip push

YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens...

Friday 26 December 2025

China surges ahead of US in drone patents, heightening pressure on Taiwan

China has maintained a clear lead over the US in drone-related technology patents since 2016, highlighting a widening technology gap...

Thursday 25 December 2025

South Korean prosecutors charge 10 individuals over alleged Samsung DRAM technology leak to CXMT

South Korean prosecutors have charged ten individuals over an alleged large-scale leak of 10nm-class DRAM process technology from Samsung Electronics to China's leading memory maker...

Wednesday 24 December 2025

PC giants rush to lock in memory supply as prices surge toward a new supercycle

As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...

Wednesday 24 December 2025

HTC eyes China launch for Vive Eagle AI glasses in January 2026

Following the launch of its first AI glasses, Vive Eagle, HTC has continued to expand its sales channel footprint. Beyond its official rollout in Hong Kong, the company has increased...

Wednesday 24 December 2025

China marks milestone in autonomous driving with first three L3 highway plates

Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving...

Wednesday 24 December 2025

TSMC Nanjing in no danger of operation disruption, says branch head

As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market.

Wednesday 24 December 2025

Taiwan's November export orders up nearly 40%, driven by US AI demand

Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...

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