Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 September 2025

Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud...

Thursday 18 September 2025

Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B

Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural...

Thursday 18 September 2025

Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale

Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...

Thursday 18 September 2025

China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions

China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...

Thursday 18 September 2025

Foxconn Interconnect Technology to start new Middle East plant by 2025 end amid AI-driven mobility push

Foxconn Interconnect Technology (FIT), a subsidiary of Hon Hai Precision Industry Co. (Foxconn), hosted its first FIT Tech Day 2025 on September 17, spotlighting its strategic focus...

Thursday 18 September 2025

Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip

Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...

Thursday 18 September 2025

Commentary: China's tech industry eyes global expansion at homegrown expos

A pair of major technology expositions in China has concluded, offering a look into the country's tech supply chain, which is navigating US trade tensions with a firm commitment to...

Thursday 18 September 2025

Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem

Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first...

Thursday 18 September 2025

Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision

Alibaba Group founder Jack Ma has stepped back into the spotlight, reclaiming a central role in the company's strategy after years of relative absence since his 2019 exit as chairman...

Thursday 18 September 2025

White House taps Samsung for health tech initiative, sidelining Chinese rivals

Samsung Electronics is the only South Korean tech company invited to a new US government initiative focused on modernizing the nation's healthcare system. The program, dubbed "Make...

Thursday 18 September 2025

Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale

Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's...

Thursday 18 September 2025

Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes

As the third quarter of 2025 draws to a close, a consensus has formed within Taiwan's IC design industry that overall demand remains weak. Notably, an increasing number of chipmakers...

Thursday 18 September 2025

Apple reportedly explores foldable iPhone with Taiwan test line, India mass production eyed

Apple is moving closer to entering the foldable smartphone market, with early development of a foldable iPhone already underway, industry sources told Nikkei Asia. The company...

Thursday 18 September 2025

China turns away from Nvidia as AI rivalry with US enters a new phase

China's internet regulator has instructed leading technology firms, including Alibaba Group Holding and ByteDance, to stop buying Nvidia's...

Thursday 18 September 2025

Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power

Just as Washington and Beijing are preparing to resume trade talks, China's State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused...

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