Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 20 August 2025

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

Wednesday 20 August 2025

China signals openness to India's rare earth request amid tensions with US

Chinese Foreign Minister Yi Wang's recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India's requests for rare earths,...

Wednesday 20 August 2025

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025

Huawei turns to software to ease pain from China's scarce AI memory

The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...

Wednesday 20 August 2025

Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers

Taiwan's automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply...

Wednesday 20 August 2025

OpenAI launches affordable ChatGPT subscription in India to encourage free users to upgrade

OpenAI has introduced a new subscription tier, ChatGPT Go, tailored specifically for the Indian market and priced at INR399 per month (about US$4.6). The move aims to boost paid subscriptions...

Wednesday 20 August 2025

Top smartphone brands gear up for 2H25: three key market trends to watch

The global smartphone market has shown signs of slowed sales growth, though major brands persist in launching new devices to stimulate demand. Key products like Google's Pixel 10,...

Wednesday 20 August 2025

Advantech to invest US$96.5 million in new North America headquarters campus

Advantech Co., Ltd. has approved a US$96.5 million investment to build a new headquarters campus in Tustin, California, aiming to expand its North American operations. The facility...

Wednesday 20 August 2025

US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case...

Wednesday 20 August 2025

Xiaomi strengthens smartphone presence amid modest global growth

Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...

Wednesday 20 August 2025

Apple reportedly produces full iPhone 17 lineup in India

Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...

Wednesday 20 August 2025

China's DeepSeek releases V3.1, boosting the AI model's capabilities

DeepSeek announced what appeared to be an update to its older V3 artificial intelligence model on Tuesday, declaring an enhanced version ready for testing.
The V3.1 has a longer...

Wednesday 20 August 2025

SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround

SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...

Wednesday 20 August 2025

Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...

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