Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 19 December 2025

Huawei returns to Taiwan tablet market, targets Apple with eye-care tech

Huawei has returned to Taiwan's tablet market with a clear point of differentiation: eye protection. Unveiled on December 17, 2025, the MatePad 11.5 (2025) targets growing tablet...

Friday 19 December 2025

Walsin Lihwa launches cold-drawn stainless steel bars targeting AI servers and robotics

Cable and stainless steel maker Walsin Lihwa is expanding its business scope by entering high-value markets such as AI servers, automotive, robotics, consumer electronics, and energy...

Friday 19 December 2025

China approves first L3 autonomous EVs for production, signaling gradual regulatory easing

China's push to dominate the future of intelligent transport reached a milestone this week as the Ministry of Industry and Information Technology...

Friday 19 December 2025

US loses ground in open-source AI as Chinese models gain traction

Several experts have raised concerns that while the US maintains leadership in advanced artificial intelligence (AI) models, it is lagging behind in open-source AI development. American...

Thursday 18 December 2025

Doosan Group named preferred partner in SK Siltron sale talks

South Korea's Doosan Group has been selected as the preferred negotiation partner for the acquisition of semiconductor wafer maker SK Siltron, valued at approximately KRW4 trillion...

Thursday 18 December 2025

The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this...

Thursday 18 December 2025

AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025

Taiwan's printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan...

Thursday 18 December 2025

China hikes drone part prices to Russia amid growing reliance

Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing...

Thursday 18 December 2025

Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says

The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...

Thursday 18 December 2025

China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage

As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...

Thursday 18 December 2025

AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation

AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors...

Thursday 18 December 2025

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...

Thursday 18 December 2025

Acer's Highpoint Service Network lists in Taiwan, taps second growth engine

Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...

Thursday 18 December 2025

Trump admin positions humanoid robots as critical front in US-China tech competition

Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...

Thursday 18 December 2025

China's EUV prototype forces a rethink of the AI chip order

China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists...

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