Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 December 2025

China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage

As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...

Thursday 18 December 2025

AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation

AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors...

Thursday 18 December 2025

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...

Thursday 18 December 2025

Acer's Highpoint Service Network lists in Taiwan, taps second growth engine

Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...

Thursday 18 December 2025

Trump admin positions humanoid robots as critical front in US-China tech competition

Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...

Thursday 18 December 2025

China's EUV prototype forces a rethink of the AI chip order

China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists...

Thursday 18 December 2025

The price of 'China Speed': Auto suppliers squeezed in a brutal price war

For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing...

Thursday 18 December 2025

Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem

At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities...

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion

OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)...

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025

SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

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