CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Monday 24 November 2025
China's LFP price war curb meets industry skepticism
China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort...
Monday 24 November 2025
Foxtron's Bria vehicle model makes its debut
Despite various rumors and external pressures, Foxtron still showcased multiple planned vehicle models at the 2025 Hon Hai Tech Day (HHTD). Among them, the most anticipated was Model...
Monday 24 November 2025
Toshiba's China SiC turn triggers Japan's power-chip intervention
Toshiba's sudden move from its long-standing partnership with Rohm Semiconductor to a brief collaboration with China's Sicc unsettled Japan's power semiconductor sector. Toshiba reversed...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Weekly News Roundup: US moves to ban Chinese chipmaking equipment; Tesla eyes in-house fab; Intel hires TSMC veteran
These are the most-read DIGITIMES Asia stories in the week of November 17 to November 23, 2025.
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives...
Monday 24 November 2025
SK On swaps shares with EVE Energy to restructure joint ventures in China
South Korean battery maker SK On has restructured its investment portfolio by exchanging shares with Chinese battery firm EVE Energy, resulting in SK On acquiring full ownership of...
Monday 24 November 2025
Intel's EMIB becomes potential alternative to TSMC's CoWoS
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Microsoft taps cloud veteran to map the economics of its AI future
Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

Monday 24 November 2025
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...