Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 25 November 2025

ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers

With the wave of generative AI applications driving rapid upgrades in high-performance computing architectures and data center networks, market demand for ultra-high bandwidth, lower...

Tuesday 25 November 2025

Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan

Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...

Tuesday 25 November 2025

Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor

South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating...

Tuesday 25 November 2025

OmniVision, Nio, and Axera form JV to build China's next-gen auto chips

As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new...

Tuesday 25 November 2025

Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply

Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...

Monday 24 November 2025

Lenovo builds a 50% inventory buffer to hold PC prices through 2025

Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...

Monday 24 November 2025

DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push...

Monday 24 November 2025

Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise...

Monday 24 November 2025

China launches Burning Plasma international scientific program, aims for net energy gain

On November 24, 2025, the Chinese Academy of Sciences (CAS) officially launched the "Burning Plasma" international scientific program at the "Future Big Science City" in Hefei, Anhui...

Monday 24 November 2025

Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand

Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...

Monday 24 November 2025

Nexperia dispute continues as Wingtech appeals to Dutch government

The turmoil surrounding Nexperia persists as Wingtech, the Chinese parent company of Nexperia, has formally lodged a complaint with the Dutch government, demanding the withdrawal...

Monday 24 November 2025

German automakers scramble to reduce China dependence after Nexperia crisis

Germany's three automotive giants—Volkswagen, BMW, and Mercedes-Benz—are facing an increasingly difficult balancing act. China remains its largest and most profitable...

Monday 24 November 2025

Nvidia's move into mobile memory sparks supply and price concerns

Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...

Monday 24 November 2025

When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'

China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications...

Monday 24 November 2025

Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most

Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...

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