Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 1 December 2025

Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap

OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...

Monday 1 December 2025

Export controls drive CSCC to advance domestic compound semiconductor materials

Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite...

Sunday 30 November 2025

Samsung reportedly nears December verdict on Nvidia HBM4 tests

Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...

Saturday 29 November 2025

CXMT's high-end DRAM push narrows China's gap with South Korea to one year

China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South...

Saturday 29 November 2025

Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs

China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to...

Saturday 29 November 2025

Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles

China's industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan...

Saturday 29 November 2025

GPU and TPU dispute illustrates zero-sum fallacy

The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With...

Saturday 29 November 2025

Taiwan left out of supercapacitors while AI server capacitor boom builds

As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...

Saturday 29 November 2025

Taiwan optics firms shift to AR glasses as China cuts costs

Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...

Friday 28 November 2025

Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move...

Friday 28 November 2025

Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens

Baidu is reportedly preparing its biggest workforce reduction in seven years, trimming staff across key divisions and reshaping its AI model unit by the end of 2025. The overhaul...

Friday 28 November 2025

DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers

A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising...

Friday 28 November 2025

Envision Group evaluates building battery plant in India amid energy storage market optimism

Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy,...

Friday 28 November 2025

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...

Friday 28 November 2025

Daikin targets AI cooling boom with plan to triple North America revenue

Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...

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