CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Thursday 13 February 2025
SK Hynix's North American revenue more than double in 2024
Major South Korean companies saw their revenue from the North American market increase by around 20% in 2024, with high-bandwidth memory (HBM) market leader SK Hynix seeing the largest...
Thursday 13 February 2025
Wolfspeed's SiC lead grows, but US IDMs struggle with tariff fallout
Donald Trump's administration is implementing sweeping tariff reforms that reverse many of his predecessor's policies. The US has initiated a Section 301 investigation targeting China's...
Thursday 13 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 5): record exports mark milestone in bilateral chip partnership
According to statistics from the Customs Administration of the Republic of China, Taiwan's total semiconductor exports in 2024 amounted to US$165 billion, with exports to China and...
Thursday 13 February 2025
Apple and Foxconn face steep hurdles in Nissan stakes bid amid Honda merger collapse
The proposed merger between Honda and Nissan has reached an impasse, while Renault is preparing to reduce its 36% ownership in Nissan. This development has sparked speculation about...
Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped...
Wednesday 12 February 2025
Foxconn warns rising global tariffs could shrink markets, spurring production shifts
Foxconn resumed operations on February 12, 2025, with Chairman Young Liu addressing concerns over potential tariff changes under the Trump administration. He acknowledged the administration's...
Wednesday 12 February 2025
MCU market shows signs of revival as Holtek predicts strong 1Q25
Holtek Semiconductor expects robust performance in the first quarter of 2025, driven by broad increases in microcontroller (MCU) demand and the company's expanded target markets.
Wednesday 12 February 2025
Foxconn targets NT$7 trillion revenue for 2025 on AI momentum
Foxconn (Hon Hai Technology) Chairman Young Liu projects the company's revenue to exceed NT$7 trillion (US$212 billion) in 2025, with the potential to reach NT$8 trillion (US$243...
Wednesday 12 February 2025
Bridgestone rides Taiwan's EV boom with high-tech tires
The surge in luxury car and electric vehicle (EV) sales in Taiwan has created profitable opportunities for component suppliers, particularly in the tire sector. Bridgestone Taiwan...
Wednesday 12 February 2025
PMIC supplier GMT pessimistic about market prospects
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...