Global supply chain: China market

China market news coverage

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Saturday 29 November 2025

GPU and TPU dispute illustrates zero-sum fallacy

The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With...

Saturday 29 November 2025

Taiwan left out of supercapacitors while AI server capacitor boom builds

As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...

Saturday 29 November 2025

Taiwan optics firms shift to AR glasses as China cuts costs

Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...

Friday 28 November 2025

Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move...

Friday 28 November 2025

Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens

Baidu is reportedly preparing its biggest workforce reduction in seven years, trimming staff across key divisions and reshaping its AI model unit by the end of 2025. The overhaul...

Friday 28 November 2025

DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers

A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising...

Friday 28 November 2025

Envision Group evaluates building battery plant in India amid energy storage market optimism

Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy,...

Friday 28 November 2025

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...

Friday 28 November 2025

Daikin targets AI cooling boom with plan to triple North America revenue

Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...

Friday 28 November 2025

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025

Samsung Display cautious on OLEDoS ramp as yields stay low

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...

Friday 28 November 2025

Huawei's 'genius youth' takes over as Swancor chair

Swancor Advanced Materials, the STAR Market–listed maker of high-performance composites and corrosion-resistant materials, has entered a new phase after naming Peng Zhihui —...

Friday 28 November 2025

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...

Friday 28 November 2025

Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul

Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise...

Friday 28 November 2025

Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share

Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of...

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