Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 29 August 2025

China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei

China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...

Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally
Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Tariffs and strong currencies squeeze Taiwan’s machine tool makers
Taiwan's machine tool industry is confronting its most difficult survival challenge in years, grappling with the combined pressures of tariffs and unfavorable currency fluctuations...

Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors
BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors,...

Thursday 28 August 2025
Taiwan smartphone market gains momentum from new product launches in July
Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units...

Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...

Thursday 28 August 2025
South Korea emerges as drone industry contender amid de-China trends
As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers,...

Thursday 28 August 2025
EU seeks US tariff cuts, but may come with regulatory price
The European Union (EU) is seeking to reduce tariffs on vehicles exported to the US, aiming to lower the rate to 15%. However, to secure...

Thursday 28 August 2025
US expands Section 232 to e-bikes, but Merida sees limited impact
The Trump administration announced on August 18 the addition of 407 product categories to the list of "derivative" steel and aluminum products covered by Section 232 of the US Trade...

Thursday 28 August 2025
From private cloud to private AI: VMware targets next AI goldmine
Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after...

Thursday 28 August 2025
Mexico to raise tariffs on Chinese goods, aligning with US trade agenda
Mexican President Claudia Sheinbaum is preparing to raise tariffs on a wide range of Chinese imports in her 2026 federal budget proposal,...

Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion
China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025
Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown
In 2013, at China's Annual Economic Person of the Year awards, Xiaomi founder Lei Jun publicly wagered with Gree Electric Appliances chairwoman Dong Mingzhu that if Xiaomi's revenue...

Thursday 28 August 2025
Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios
As the consumer electronics market matures, leading companies are exploring new growth by entering each other's sectors. Recently, DJI Technology, Insta360, and Dreametech have expanded...

Thursday 28 August 2025
SpeedTech anticipates AI server connectors to boost revenue in 2025
Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...

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