Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 24 December 2025

SMIC signals mature-node price turnaround with reported 10% hike

China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...

Wednesday 24 December 2025

Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns

In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations...

Wednesday 24 December 2025

US sets June 2027 deadline for China chip tariff spike

The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry,...

Wednesday 24 December 2025

Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training

Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies...

Wednesday 24 December 2025

EVs and chips convergence: Taiwan's auto industry shifts south

Beyond the traditional auto-related businesses that have long been rooted in southern Taiwan, a broader shift has taken shape in recent years. From manufacturing to retail, industry...

Tuesday 23 December 2025

Windows handheld gaming device specs and shipments

Benefiting from AI upscaling technology and NPU-assisted AI computing, global Windows handheld gaming device shipments are expected to grow by over 50% in 2026.

Tuesday 23 December 2025

Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025

HTC adopts open platform strategy for VIVE Eagle smart glasses to increase market share

HTC is pursuing an open platform approach for its VIVE Eagle smart glasses, allowing users to select from multiple artificial intelligence (AI) models to enhance user experience and...

Tuesday 23 December 2025

OVO sees 350% sales surge in karaoke projectors, eyes education and AI expansion

Streaming device brand Ovomedia Creative (OVO) has announced its new product lineup for the year**,** as well as a new partnership with one of Taiwan's leading parenting brands, marking...

Tuesday 23 December 2025

Luminar bankruptcy signals shift in LiDAR market

US autonomous sensing technology firm Luminar, once hailed as a rising star in the Light Detection and Ranging (LiDAR) sector, recently filed for bankruptcy protection, raising alarms...

Tuesday 23 December 2025

ByteDance reportedly to increase 2026 capex with major focus on AI chips

ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...

Tuesday 23 December 2025

Chinsan eyes stronger cloud server demand in 2026 with BBU supply

Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the...

Tuesday 23 December 2025

Iluvatar CoreX: China's first commercial GPGPU builder steps onto the public stage

Shanghai-based Iluvatar CoreX is moving closer to a Hong Kong listing, positioning itself as one of the most commercially advanced domestic...

Tuesday 23 December 2025

Under 1% market share: Moore Threads faces long road to 'China's Nvidia.'

As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar...

Tuesday 23 December 2025

Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems

Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21...

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