Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 27 October 2025

Topco accelerates overseas push to align with clients’ new fab investments

Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...

Monday 27 October 2025

Nexperia dispute threatens legacy chips critical to basic car functions for automakers worldwide

The largest US auto-parts trade group has warned that domestic carmakers may see major production disruptions within two to four weeks, as the escalating dispute over Nexperia risks...

Monday 27 October 2025

China's flock to Vietnam swamps established South Korean companies

Vietnam has grown significantly into a hotspot for companies from South Korea, China, Singapore, and Taiwan to set up factories. The escalation of US-China trade tensions has caused...

Monday 27 October 2025

Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips

Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.

Monday 27 October 2025

Nexperia export ban rattles carmakers from Seoul

China's recent order banning exports from the Chinese factories of Dutch semiconductor firm Nexperia has sent shockwaves through the...

Monday 27 October 2025

Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026

The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...

Monday 27 October 2025

China's semiconductor reckoning: YMTC chairman on 5 shifts that will redefine sector

As China gears up for its Fifteenth Five-Year Plan, Chen Nanxiang, chairman of the China Semiconductor Industry Association (CSIA) and YMTC, said the country's semiconductor industry...

Monday 27 October 2025

AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out

The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...

Monday 27 October 2025

Taiwan turns China's export curbs into a test of industrial resilience

As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium...

Monday 27 October 2025

Samsung launches aggressive price-cut strategy to catch up in HBM competition

HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...

Monday 27 October 2025

SK hynix Presents Next Generation NAND Storage Product Strategy at OCP 2025

SK hynix Inc. announced today that it presented its next-generation NAND storage product strategy at the '2025 OCP (Open Compute Project) Global Summit', held in San Jose, California,...

Monday 27 October 2025

As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order

Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however,...

Sunday 26 October 2025

LGES approaches China's battery market with time compression, accumulation strategy

In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation...

Sunday 26 October 2025

CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap

High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...

Saturday 25 October 2025

OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure

The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...

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