Global supply chain: China market

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IN THE NEWS

Monday 10 November 2025

ASML says AI boom has yet to lift chip equipment demand

Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...

Monday 10 November 2025

China's memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

Following back-to-back price increases for DRAM and NAND, NOR flash has become the next segment to spike. Prices are up by at least 10%...

Monday 10 November 2025

China's Chery faces loyalty test as December German market entry looms

China's Chery Automobile is preparing its most ambitious overseas push yet, planning a December 2025 debut in Germany. Industry watchers are calling the campaign a "Rhine River Crossing,"...

Monday 10 November 2025

Taiwan's October exports hit single-month record high

Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first...

Monday 10 November 2025

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Monday 10 November 2025

Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook

China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover...

Monday 10 November 2025

Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery

Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the...

Monday 10 November 2025

AUO and Innolux expect operating losses to continue into 4Q25 off-season

During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...

Monday 10 November 2025

Ableprint reports record third quarter revenue despite regulatory search

Ableprint, a supplier of advanced semiconductor packaging bubble-removal equipment, reported record-high revenue in the third quarter of 2025, underscoring its strong position in...

Monday 10 November 2025

Memory module makers expect supply shortage and price surge to extend into 2026

Rising memory prices and volumes are driving a strong finish for memory module manufacturers in 2025, with Taiwanese module leaders optimistic that the boom will continue through...

Monday 10 November 2025

China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on...

Monday 10 November 2025

Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes

Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025.

Monday 10 November 2025

China eases chip export curbs as it pressures EU over Nexperia dispute

China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions...

Monday 10 November 2025

BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales

German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue...

Monday 10 November 2025

ZEITEC Semiconductor targets TDDI expansion in mobile phone aftermarket

Founded in 2010, ZEITEC Semiconductor recently held a pre-listing media briefing to outline its strategy for the mobile phone aftermarket, focusing on display bridge ICs, touch chips,...

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