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    Global supply chain: China market
    China market news coverage
    IN THE NEWS
    Friday 11 April 2025
    What challenges still lie ahead for TSMC?
    Since the onset of the US-China trade war and the outbreak of the pandemic, the semiconductor shortage has prompted the US, Japan, and several European countries to view semiconductors...
    Friday 11 April 2025
    Accton's AI boom meets tariff uncertainty
    Taiwanese networking devices provider Accton Technology has reported a surge in revenue, driven by escalating demand for AI accelerators. The company's first-quarter performance reflects...
    Friday 11 April 2025
    Taiwan, US experts warn of shifting AI landscape among trade tensions
    As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the...
    Friday 11 April 2025
    Taiwanese aerospace company AIDC secures NT$8.5 billion in civilian aviation orders in 1Q25
    Taiwan-based Aerospace Industrial Development Corporation (AIDC) is actively expanding in the civilian aviation market, having secured more than NT$8.5 billion (US$257.9 million)...
    Friday 11 April 2025
    Soitec navigates US-China semiconductor rivalry with strategic neutrality
    As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This...
    Friday 11 April 2025
    HBM helps SK Hynix claim crown as Samsung loses DRAM leadership
    Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's...
    Friday 11 April 2025
    The hidden cost of replacing China's manufacturing
    US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands...
    Thursday 10 April 2025
    Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
    China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
    Thursday 10 April 2025
    The Great Tech Reset 8: Sovereign AI
    What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
    Thursday 10 April 2025
    MetaX's IPO and rise of China's domestic GPU giants in AI era
    In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to...
    Thursday 10 April 2025
    RF-SOI inventory hits inflection point as Soitec unveils next-wave tech trends
    Two years ago, the semiconductor sector faced difficulties as RF-SOI inventory levels reached their highest during a downturn in the smartphone market. Nevertheless, France's Soitec,...
    Thursday 10 April 2025
    Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

    Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling...

    Thursday 10 April 2025
    Tariff tensions overshadow TSMC's robust 1Q25 performance
    Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
    Thursday 10 April 2025
    Auto tariffs take effect, components supply chain hit hardest
    The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US...
    Thursday 10 April 2025
    Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

    According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty...

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