Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 11 July 2025

US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...

Friday 11 July 2025

China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions

China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates...

Friday 11 July 2025

Korean carmakers prepare for Trump tariff-led price surge

Japanese and South Korean automakers are beginning to pass rising trade costs onto American consumers as hopes for a swift resolution to tariff negotiations with the US continue to...

Friday 11 July 2025

Taiwanese DDI makers report June revenue declines amid currency and policy challenges

Several leading Taiwanese display driver IC (DDI) manufacturers reported notable revenue declines for June, highlighting ongoing market headwinds as early demand surges from the first...

Friday 11 July 2025

Vietnam accelerates export diversification as US tariffs take effect

Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...

Friday 11 July 2025

IBM's business in China remains strong and commits to continued growth for next 40 years

As the US-China trade war intensifies, American businesses in China become increasingly uncomfortable. IBM announced massive layoffs in China and closed its Beijing R&D center,...

Friday 11 July 2025

China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing...

Friday 11 July 2025

Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant

Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei...

Friday 11 July 2025

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...

Friday 11 July 2025

Taiwan's machinery exporters brace for US tariff verdict while handling FX pain

Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as...

Friday 11 July 2025

China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns

The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...

Friday 11 July 2025

Subsidy hangover? China's June auto sales surge may be last hurrah

China's auto sales reached 2.08 million units in June, marking the highest monthly total since June 2022. Analysts believe the spike was likely driven by consumers accelerating purchases...

Friday 11 July 2025

Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up

Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...

Friday 11 July 2025

NXP plots wafer shift to China as new CEO joins push for local supply chain

Kurt Sievers, the CEO of Dutch semiconductor giant NXP Semiconductors, who is set to officially step down at the end of October 2025, recently visited Shanghai and met with the mayor...

Friday 11 July 2025

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

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