Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Monday 24 November 2025

Handa Pharmaceuticals aims for annual new drug launches with dual growth engines

Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan...

Sunday 23 November 2025

Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes

The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed...

Saturday 22 November 2025

Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026

Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around...

Saturday 22 November 2025

South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance

As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must...

Friday 21 November 2025

US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years

US lawmakers are advancing bipartisan legislation to prohibit companies receiving federal semiconductor subsidies from purchasing chipmaking equipment manufactured in China for the...

Friday 21 November 2025

Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese...

Friday 21 November 2025

Foxconn unveils Model A EV platform tailored for Japan's mobility market

On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries...

Friday 21 November 2025

Mitsubishi Fuso charts new course with safety and zero-emission buses

Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director...

Friday 21 November 2025

Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge

Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...

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