Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 October 2025

China's CXMT, YMTC power into AI memory super cycle

The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...

Tuesday 28 October 2025

Hybrid, not pure electric, may drive Taiwan’s next scooter wave, says SYM

Taiwan's electric scooter industry is currently coping with a number of bottlenecks in terms of domestic supply chains, battery reliability, government subsidy policies, and consumer...

Tuesday 28 October 2025

HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals

As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...

Tuesday 28 October 2025

Taiwan display module maker bets on India as factories move out of China

As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish...

Tuesday 28 October 2025

MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices

MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...

Tuesday 28 October 2025

China signals rare earth export reprieve as trade talks with U.S. advance

Head of a high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping, trade officials from both countries wrapped up a round of negotiations in Malaysia,...

Tuesday 28 October 2025

Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure

Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...

Tuesday 28 October 2025

Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest

As global memory prices surge rapidly, smartphone makers face increasing cost pressures that are driving retail price adjustments. Samsung Electronics' Device Solutions division anticipates...

Tuesday 28 October 2025

China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

China has taken a major step toward localising advanced semiconductor materials. The Standardisation Administration of China has released...

Tuesday 28 October 2025

Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC

As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...

Monday 27 October 2025

Unitree's H2 humanoid stuns with bionic face, eyes US$7B market debut

Chinese robotics firm Unitree Robotics is drawing global attention with the debut of its full-scale bionic humanoid robot, the H2. The...

Monday 27 October 2025

CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25

Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from...

Monday 27 October 2025

Global 5G SA rollout lopsided, with 95% of users in just three countries

As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains...

Monday 27 October 2025

Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve

Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic...

Monday 27 October 2025

Taiwan’s WeMo scales up smart mobility network, aims for 50,000 e-scooters by 2030

WeMo, Taiwan's leading shared electric scooter platform, is set to celebrate its 10th anniversary in 2026. Over the past year, the company...

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