Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 26 August 2025

Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny

Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese...

Tuesday 26 August 2025

Apple supplier Goertek pivots for AI+AR era with strategic optics push

Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...

Tuesday 26 August 2025

Samsung Display expected to remain key supplier for rumored foldable iPhone

Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel...

Tuesday 26 August 2025

AI smart glasses accelerate transformation in FPC industry

AI servers have become a key growth driver for the global printed circuit board (PCB) industry. Companies specializing in advanced packaging IC substrates and high-layer count, high-density...

Tuesday 26 August 2025

Musk's xAI sues Apple and OpenAI over alleged anticompetitive practices

Elon Musk's artificial intelligence startup, xAI, along with his social network X, filed a lawsuit against Apple and OpenAI in federal court in Texas on August 25, 2025. The lawsuit...

Tuesday 26 August 2025

NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Tuesday 26 August 2025

Sun Yad expands presence in chemicals, AI, robotics and drones through acquisitions

Sun Yad Industry has recently expanded its operational scale and diversified business portfolio through active acquisitions and strategic partnerships. The Sun Yad Industry group...

Tuesday 26 August 2025

Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025

VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China

China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...

Tuesday 26 August 2025

Research Insight: Humanoid robots are coming, but hardware may decide how fast

Nvidia's framing of the next AI wave as "physical AI" has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES...

Monday 25 August 2025

Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing...

Monday 25 August 2025

Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China

The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...

Monday 25 August 2025

Chipping away at H20: DeepSeek's UE8M0 FP8 signals Beijing's AI pivot toward homegrown chips

DeepSeek has introduced its new large language model, DeepSeek-V3.1, featuring a key upgrade: the "UE8M0 FP8 Scale" precision format. The company emphasized that the format was tailored...

Monday 25 August 2025

Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus

The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...

Monday 25 August 2025

China's AI drive accelerates: data centers power 40% jump in computing capacity

China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry...

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