Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 31 December 2025

BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed

BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...

Wednesday 31 December 2025

Top tech topics in 2025 (2): turbulent year for end-device and downstream applications

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...

Wednesday 31 December 2025

BOE 8.6G AMOLED production line in Chengdu to begin production early

BOE announced on December 30 that its first 8.6G AMOLED production line in Chengdu, China, has begun early production, five months ahead of the original schedule, shifting from construction...

Wednesday 31 December 2025

Limited 2026 sports boost seen for panel shipments; foldable displays gain traction

Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...

Wednesday 31 December 2025

YMTC goes full speed toward HBF next

Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...

Wednesday 31 December 2025

Wah Lee acquires Jing De Gases to enter semiconductor specialty gas blending market

Driven by the expansion of artificial intelligence (AI) and semiconductor capacity, demand for specialty gases is rising. To secure a position in the local supply chain, high-tech...

Wednesday 31 December 2025

China orders 50% domestic equipment requirement for new chip capacity

China is requiring semiconductor manufacturers to source at least 50% of their equipment from domestic suppliers when adding new production capacity,...

Wednesday 31 December 2025

Mitsubishi launches XForce in Taiwan, confirms EV partnership with Foxtron

Yulon Motor Group's subsidiaries China Motor (CMC) and Yulon Nissan Motor are showcasing new car models at the Taipei Auto Show, which runs from December 31 to January 4 at the Taipei...

Wednesday 31 December 2025

Nvidia in 2025: 10 defining moments that shaped the AI giant

It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he...

Wednesday 31 December 2025

YMTC pushes for equipment localization despite elusive profitability

As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...

Wednesday 31 December 2025

The chip industry in 2025: Boom, rivalry, and a fragile new order

In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...

Wednesday 31 December 2025

ByteDance balances Nvidia, Huawei chips in China's localization squeeze

ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial...

Wednesday 31 December 2025

Fukuta targets unmanned vehicle market with compact power systems

Fukuta is accelerating its push into the emerging unmanned vehicle market by developing compact electric motor and joint motor modules, aiming to capitalize on new structural opportunities...

Wednesday 31 December 2025

Samsung faces scrutiny over Taiwan probe, denies memory market ties

Samsung Electronics has expanded an internal investigation into alleged employee misconduct at its Taiwan subsidiary, a move the company characterizes as an isolated matter despite...

Tuesday 30 December 2025

TSMC hits its 2nm milestone on schedule as China flexes military muscle

TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule.

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