Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 5 December 2025

Taiwan's Elan reports lower November sales as global uncertainty weighs on demand

Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue...

Friday 5 December 2025

European auto suppliers hedge bets as Chinese EVs move into Europe

As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging,...

Friday 5 December 2025

Strong EV sales don't guarantee profits for Xiaomi's supply chain

Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement...

Friday 5 December 2025

Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...

Friday 5 December 2025

Smart glasses market faces five key challenges

The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands...

Friday 5 December 2025

Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand

Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...

Friday 5 December 2025

Samsung to command the AI inference market with GDDR7

Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference...

Friday 5 December 2025

Infineon's GaN patent wall forces global firms to rethink China ties

In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride...

Friday 5 December 2025

Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides

The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that...

Friday 5 December 2025

Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands

After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen...

Friday 5 December 2025

AI power boom exposes Western GaN dilemma as firms still route through China

TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened...

Friday 5 December 2025

Navigating Semiconductor Demand and Supply Challenges in 2026

At NewPower Worldwide, we are closely monitoring the accelerating shifts in the semiconductor market as global demand surges to unprecedented levels. Procurement professionals...

Friday 5 December 2025

China's EV boom confronts safety and governance reckoning

As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled...

Friday 5 December 2025

China and Europe power EV market as global growth cools

The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum...

Friday 5 December 2025

Taipower's energy trading platform surpasses 1,650 MW in storage capacity

Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity...

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