Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 21 November 2025

Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm President Teiichi Goto announced on November 14, 2025, in Tokyo that the company plans to establish a semiconductor materials manufacturing facility in India. The factory...

Thursday 20 November 2025

China's top passive-component maker ignites 30% price surge

Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech)...

Thursday 20 November 2025

Research insight: Horizon Robotics leads China's push for autonomous driving independence

China's self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market...

Thursday 20 November 2025

Yulon addresses Luxgen sale rumors, confirms N5 launch will follow customer schedule

Yulon Motor held an online earnings call on November 19, 2025, after which it responded to market speculation regarding the potential sale of its Luxgen brand and whether the launch...

Thursday 20 November 2025

Samsung regains DRAM leadership from DDR5 surge

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...

Thursday 20 November 2025

Arm China resets its AI push with the Zhouyi X3 NPU

Arm China, long under industry scrutiny following the leadership dispute involving former CEO Allen Wu, is signaling a return to stability with a symbolically significant AI product...

Thursday 20 November 2025

Wistron, Pegatron back Health2Sync as it lists on Taiwan's Emerging Stock Board

Health2Sync, a digital therapeutics (DTx) platform specializing in diabetes care, announced on November 18 that it will officially list on the Taipei Exchange's Emerging Stock Board,...

Thursday 20 November 2025

Alltop forecasts strong 2026 for AI server and NEV demand surge

Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...

Thursday 20 November 2025

Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge

Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on...

Thursday 20 November 2025

Arm face investigation in South Korea amid global antitrust scrutiny

South Korea's Fair Trade Commission (KFTC) has launched a surprise investigation into Arm Holdings' Seoul office following a complaint by Qualcomm alleging abuse of market dominance...

Thursday 20 November 2025

Europe's retailers hedge their bets as Chinese carmakers surge

Chinese new-energy vehicles, propelled by low starting bases and rapid growth, have quickly gained visibility across Europe in recent...

Thursday 20 November 2025

A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound

The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...

Thursday 20 November 2025

Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...

Thursday 20 November 2025

Netherlands pauses Nexperia order after China talks, easing auto-chip strain—but not the hard questions

The Netherlands has suspended its ministerial order under the Goods Availability Act concerning Nexperia, signaling a potential easing of tensions with China. The move carries implications...

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

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