CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Thursday 31 July 2025
Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025
Orient Pharma leads Taiwan in international certifications with unique management strategy
Orient Pharma (OP), a reinvested subsidiary of the Orient EuroPharma Group (OEP), will be listed on Taiwan's over-the-counter (OTC) market in late August 2025. Ahead of the listing,...
Thursday 31 July 2025
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...
Thursday 31 July 2025
MediaTek's three strategic pillars to drive 2026 growth
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Thursday 31 July 2025
CATL earnings beat estimates, defying falling batteries prices
Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share...
Thursday 31 July 2025
SK Hynix secures top spot as competition heats up in DRAM market
SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker,...
Thursday 31 July 2025
Teco chair sees empowerment as key to resilience in face of global radical changes
Empowerment is key to sustainable and resilient development amid radical changes challenging industries worldwide, according to Morris Li, chairman of Teco Electric & Machinery...