Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 23 September 2025

Nvidia-Intel alliance deepens US-China tech divide

Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...

Tuesday 23 September 2025

Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out

Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon...

Monday 22 September 2025

Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend

The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits...

Monday 22 September 2025

Murata doubles down on quality as Chinese rivals expand in MLCC market

Murata Manufacturing, the world's largest MLCC producer, is reinforcing its strategy around quality in the face of intensifying competition from Chinese manufacturers. The company...

Monday 22 September 2025

MediaTek aims to boost smartphone market share to 40% with sew flagship chips

MediaTek this week unveiled its flagship Dimensity 9500 SoC. After the launch event in Taiwan, senior executives outlined their outlook for the company's mobile business.

Monday 22 September 2025

Huawei launches 'safe' DeepSeek R1 through academic collab, trained on 1,000 Ascend chips

Huawei introduced the DeepSeek-R1-Safe at Huawei Connect 2025, a security-enhanced version of its DeepSeek R1 developed with Zhejiang University. The model targets stricter content...

Monday 22 September 2025

Renault subsidiary plant to make Mitsubishi Eclipse Cross and Nissan Micra EVs for Europe

Mitsubishi Motors' new electric vehicle (EV) for the European market, the Eclipse Cross, along with Nissan's compact electric Micra,...

Monday 22 September 2025

Nvidia's US$5B stake in Intel: strategic bet or peace offering?

Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...

Monday 22 September 2025

Sunengine enters CPO advanced packaging supply chain

The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...

Monday 22 September 2025

CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips

Amid the US–China tech war, China is accelerating its move away from Nvidia. The Chinese Academy of Sciences (CAS) Institute of Automation reported new results for its brain-inspired...

Monday 22 September 2025

Taiwan's New Smart Technology lands major US AR glasses order

A fresh wave of augmented reality (AR) smart glasses is beginning to ripple through the consumer electronics market, promising to leap far beyond current AI-enabled eyewear in both...

Monday 22 September 2025

Commentary: Lip-Bu Tan gambles on AI as Intel's last chip shot

Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not...

Monday 22 September 2025

Taiwan tech secrets hemorrhaging to China, with TSMC as prime target

Between 2019 and 2023, Taiwan saw a 31% increase in advanced technology trade secret cases, mainly leaking to China amid US semiconductor restrictions. Talent loss to Chinese firms...

Monday 22 September 2025

Taiwan products win on quality, lose on brand recognition in Philippines

As supply chains reorganize and markets expand, Southeast Asia has emerged as a strategic region that Taiwanese industries cannot afford to overlook. At the recent Taiwan Expo in...

Monday 22 September 2025

Calin Technology pivots to AI vision and invisible light modules, projects 2026 payoff

Taiwan-based optical lens maker Calin Technology is pivoting toward invisible light modules and AI vision, with mass production scheduled for the fourth quarter of 2025 and initial...

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