Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 2 December 2025

Panasonic raises tantalum capacitor prices, following US competitor steps

After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...

Monday 1 December 2025

CXMT narrows DRAM gap; market impact may be smaller than expected?

China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...

Monday 1 December 2025

Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand

The Aerospace Industrial Development Corporation (AIDC) of Taiwan says the global aerospace sector is facing twin pressures: robust market...

Monday 1 December 2025

Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand

The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage...

Monday 1 December 2025

China turns to Baidu's Kunlun as AI chip constraints intensify

Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...

Monday 1 December 2025

Google’s TPU victory widens China’s path to a post-Nvidia future

Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence...

Monday 1 December 2025

Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025

Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy...

Monday 1 December 2025

December memory prices surge as the real crunch lies ahead

Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...

Monday 1 December 2025

Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics

Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx...

Monday 1 December 2025

China's Xiangdi Xian unveils Fuxi A0, the first mass-produced IMG DXD GPU

Imagination Technologies made a prominent showing at the 31st ICCAD-Expo 2025 in Chengdu, where strategic partner Xiangdi Xian Computing Technology debuted its next-generation GPU...

Monday 1 December 2025

ACME shifts SiC R&D to AI and defense as auto market slowly recovers

Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...

Monday 1 December 2025

Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties

These are the most-read DIGITIMES Asia stories in the week of November 24 to November 30, 2025.

Monday 1 December 2025

Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist

China's Wingtech has appealed to the Dutch Supreme Court to regain control of chipmaker Nexperia BV, highlighting ongoing tensions despite a temporary truce that allowed some components...

Monday 1 December 2025

Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase

Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut...

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