Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 19 November 2025

Nan Pao Resins bets on semiconductor adhesives as next major growth engine

Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment...

Wednesday 19 November 2025

Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending...

Wednesday 19 November 2025

Acer CEO flags China's role in prolonging global memory shortage

Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...

Wednesday 19 November 2025

SMIC resurges in memory and controller orders amid deepening AI-era crunch

The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...

Wednesday 19 November 2025

Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28

Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's...

Wednesday 19 November 2025

Xiaomi warns of deeper margin pressure from rising memory costs as EV business posts record deliveries

Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability...

Wednesday 19 November 2025

AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Wednesday 19 November 2025

Xiaomi posts first EV profit in Q3, setting records as China’s price war nears

Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle...

Wednesday 19 November 2025

Huawei weighs domestic memory for Mate 80 as global chip prices jump

Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands...

Wednesday 19 November 2025

Iron Force expands into AI cooling systems with new factory

In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor...

Wednesday 19 November 2025

Silergy targets 40-50% growth in automotive revenue by 2026

Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties,...

Wednesday 19 November 2025

South Korea risks losing edge to China in all key exports by 2030, survey shows

South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...

Wednesday 19 November 2025

Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact

Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly...

Tuesday 18 November 2025

Why China's AI boom now favors power systems over silicon

China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...

Tuesday 18 November 2025

Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...

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