Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Thursday 20 November 2025

Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...

Thursday 20 November 2025

Taiwan's precision components drive humanoid robot development

Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22,...

Thursday 20 November 2025

Memory inflation hits IT market

Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...

Thursday 20 November 2025

Edom says memory price hikes impact demand, but high-value-added products are less affected

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...

Thursday 20 November 2025

DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply

DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...

Thursday 20 November 2025

How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth

GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...

Thursday 20 November 2025

Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time

Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for...

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