Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 9 May 2025

SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook

Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations...

Friday 9 May 2025

Asus strengthens AI infrastructure push as tariff and currency risks loom

In response to the impact of tariffs and the sharp appreciation of the New Taiwan dollar, Asus Co-CEO Samson Hu stated that the company...

Friday 9 May 2025

Syncmold accelerates global Shift as Q1 revenue surges, eyes leadership beyond China

Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of...

Friday 9 May 2025

Taiwan's heavy electrical industry eyes long-term opportunities in US grid upgrades

At the annual Berkshire Hathaway shareholder meeting, Warren Buffett stressed the importance of an "intelligent energy policy" for the US. As the US energy market enters a critical...

Friday 9 May 2025

Trump's tariff war triggers global shipping market upheaval

Global trade networks are experiencing unprecedented volatility as President Trump's aggressive tariff policies reshape longstanding supply chain patterns, according to industry ex...

Friday 9 May 2025

China's chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losses

Hua Hong Semiconductor, a major Chinese state-owned foundry, posted a sharp profit drop for the first quarter of 2025, with net income...

Friday 9 May 2025

SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility

On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...

Friday 9 May 2025

Robots poised for growth despite Trump's tariff pressure

Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing...

Friday 9 May 2025

Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival

Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period...

Friday 9 May 2025

Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline

Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...

Friday 9 May 2025

SMIC signals cautious outlook for 2Q25

Semiconductor Manufacturing International Corporation (SMIC) announced its financial results for the first quarter of 2025, reporting revenue of US$2.247 billion. This represents...

Friday 9 May 2025

Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam

Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent...

Friday 9 May 2025

Naura overtakes SMIC in net profit as China's chip tool strategy delivers

Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...

Friday 9 May 2025

Dynamic Electronics: 1Q25 auto slump drags revenue, AI servers and Thailand plant signal rebound

Dynamic Electronics experienced a revenue drop in the first quarter of 2025 due to a slow recovery in the automotive market. Nonetheless, the company anticipates that strong growth...

Thursday 8 May 2025

Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far

Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in...

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