Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 20 July 2025

Tesla ignites three-row EV showdown in China

Tesla is reinforcing its presence in China's electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned...

Saturday 19 July 2025

China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Saturday 19 July 2025

Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...

Saturday 19 July 2025

Nvidia explores SOCAMM deployment for next-gen AI systems

Nvidia is reportedly preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM...

Saturday 19 July 2025

SK Hynix retreats from China, pivots to homegrown DRAM growth

SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...

Saturday 19 July 2025

EmBestor bets on next-gen flash memory to drive 2H25 growth

EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete...

Friday 18 July 2025

Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction

As US-Taiwan negotiations over complete vehicle tariffs near conclusion, market speculation has intensified, especially around the possibility of a zero-percent tariff on American-made...

Friday 18 July 2025

SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...

Friday 18 July 2025

FWA has huge growth potential in Taiwan

Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge...

Friday 18 July 2025

US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025

China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible

On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment...

Friday 18 July 2025

H20 comeback sparks rush for HBM with Samsung set to benefit

Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...

Friday 18 July 2025

Foldable smartphone brands strategize to break growth plateau

The foldable smartphone space is buzzing with increased support from brands, hardware innovations, and generative AI enhancements. Since the release of Samsung's Galaxy Z Fold 7,...

Friday 18 July 2025

CviLux aims to consolidate China production capacity with new plant

Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production...

Friday 18 July 2025

TSMC raises 2025 revenue forecast on AI demand despite macro headwinds

TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...

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