Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 27 April 2025

China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10

China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core...

Saturday 26 April 2025

US heavy tariffs block Chinese solar modules; HDRE cites exchange rates to reduce procurement costs

To prevent Chinese solar products from circumventing origin rules, the US Department of Commerce recently announced tariffs on solar products from Southeast Asian countries, with...

Saturday 26 April 2025

Taiwanese EV charging firms shift focus from speed to smart infrastructure

As electric vehicle adoption steadily climbs across Taiwan, the role of charging infrastructure is undergoing a rapid transformation. Taiwanese...

Saturday 26 April 2025

Acer loses ground in desktop and display markets despite product refresh

Acer rolled out two new monitors on consecutive days—one foldable model for business users and another for gamers—amid mounting challenges in its monitor and desktop PC...

Saturday 26 April 2025

TSMC defies margin pressure as second-tier foundries slip

TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...

Saturday 26 April 2025

TI partners with Taiwanese firms to showcase automotive tech at 2025 E-Mobility Taiwan

Texas Instruments (TI) reported robust first-quarter earnings for 2025, buoyed by a steady recovery across key application sectors, particularly...

Friday 25 April 2025

China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025

China reportedly considers exempting some US goods from 125% retaliatory tariffs

Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help...

Friday 25 April 2025

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...

Friday 25 April 2025

China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx...

Friday 25 April 2025

China braces for economic shock as the US unleashes sweeping tariff hikes

The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest...

Friday 25 April 2025

Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers

US President Donald Trump, after several rounds of tariff impositions targeting China and provoking strong retaliations, has recently indicated a willingness to reduce tariffs on...

Friday 25 April 2025

Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out

The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group...

Friday 25 April 2025

Taiwan auto parts makers face 'unprecedented challenge' from US tariffs

Taiwan's automotive supply chain faces an "unprecedented challenge" after the US imposed a 25% tariff on imported vehicles and auto parts earlier this month, according to DIGITIMES...

Friday 25 April 2025

Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India

Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...

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