Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 1 November 2025

Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets

Taiwanese solar module maker TSEC is aiming to reposition itself amid ongoing geopolitical realignments. In remarks on October 29, 2025, TSEC executive vice president William Liao...

Saturday 1 November 2025

U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers

The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint:...

Saturday 1 November 2025

AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia

Energy systems worldwide are undergoing a shift from conventional power generation and transmission frameworks, toward multinational collaboration driven by AI technology. During...

Saturday 1 November 2025

China’s rare earth squeeze reaches a turning point in the global tech standoff

Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are...

Saturday 1 November 2025

Taiwan analytics firm wins Canadian telecom deal, marking North American debut

Taiwan's mobile data analytics firm Groundhog Technologies has successfully entered the North American market in the fourth quarter of 2025 by securing a contract with a leading Canadian...

Friday 31 October 2025

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

Column: How Taiwan recyclers gain from China's rare earth curbs?

China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery...

Friday 31 October 2025

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's...

Friday 31 October 2025

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...

Friday 31 October 2025

What US-China trade breakthrough was reached in Busan?

US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between...

Friday 31 October 2025

BYD profit plunges 33% as China EV price war squeezes margins

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price...

Friday 31 October 2025

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...

Friday 31 October 2025

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...

Friday 31 October 2025

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...

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