Global supply chain: China market

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IN THE NEWS

Sunday 14 September 2025

Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy

At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture...

Sunday 14 September 2025

Beijing Tsinghua professor warns China must cut AI reliance on Nvidia

Wei Shaojun, vice chairman of the China Semiconductor Industry Association and professor at Tsinghua University, has called on Asian...

Sunday 14 September 2025

Navitas expands GaN, SiC push from consumer electronics to AI data centers

Navitas Semiconductor is expanding its portfolio beyond consumer chargers to include advanced power solutions for solar inverters, motor drives, and AI data centers, Senior Field...

Sunday 14 September 2025

Taiwan's OtO Photonics gains edge in China's semiconductor market with spectrometer focus

At the packed China International Optoelectronic Exposition (CIOE) held at the Shenzhen World Exhibition & Convention Center, Taiwan's OtO Photonics stood out for its specialized...

Sunday 14 September 2025

AI expert proposes four-quadrant framework to guide enterprise task selection for AI agents

Generative AI tools have provided much amusement for consumers, yet the same enthusiasm has not translated to the enterprise market. This stems from significant limitations in the...

Sunday 14 September 2025

From EVs to drones: Waffer Technology rides on magnesium alloy boom

The global push for lightweight materials is reshaping industries from automotive to aerospace, and magnesium alloy die-casting specialist Waffer Technology is riding that wave. Having...

Sunday 14 September 2025

XPeng flying car orders surpass 5,000 with Europe deliveries targeted for 2026

XPeng Aeroht, the flying car subsidiary of XPeng Motors, is accelerating its global expansion with plans for a debut overseas eVTOL test flight in Dubai in October 2025. Pending successful...

Sunday 14 September 2025

Munich’s IAA 2025 reveals future of cars

Although the International Motor Show Germany (IAA) in Munich this year was smaller in scale compared to past years, the exhibition still highlighted clear trends in the industry...

Sunday 14 September 2025

Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

Intel is tightening its PC processor roadmap, confirming it will roll out an Arrow Lake Refresh in 2026 and follow with the next-generation...

Saturday 13 September 2025

Commentary: China's chip sector faces the citizenship question

Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling...

Saturday 13 September 2025

SK Hynix's rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands

SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial...

Saturday 13 September 2025

Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25

Google's cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference...

Saturday 13 September 2025

Micron courts Trump policies to challenge Korean memory giants

Micron Technology is reportedly deepening its ties with the Trump administration to secure a stronger foothold in the global semiconductor market. According to South Korean media,...

Saturday 13 September 2025

Beijing's chip advance, from equipment to AI, threatens Seoul's tech stronghold

South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the...

Friday 12 September 2025

South Korea targets massive hydrogen market, aiming to become global leader by 2030

The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure...

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