CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 5 September 2025
Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand
As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...
Friday 5 September 2025
Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5
Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation...
Friday 5 September 2025
Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

To reshape the high-bandwidth memory (HBM) market landscape, Samsung Electronics is reportedly set to engage in a "game of chicken" once...

Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...
Friday 5 September 2025
Rexon Technology pivots to drones, capturing global market share
Taiwan-based Rexon Technology is making significant strides in the unmanned aerial vehicle (UAV) market by leveraging its expertise in motors and power systems. At a recent earnings...
Friday 5 September 2025
Hyundai hydrogen vision challenged by South Korea's shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position...
Friday 5 September 2025
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...
Thursday 4 September 2025
Walmart drives record growth in electronic shelf label shipments
Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems
After over a decade of rapid expansion, the global smartphone market has reached a mature and highly competitive stage. DIGITIMES projects that global smartphone shipments will hit...
Thursday 4 September 2025
Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
Thursday 4 September 2025
Fujifilm Electronic Materials eyes India for major semiconductor investment
Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by...
Thursday 4 September 2025
Commentary: China and Vietnam brands lead SEA's EV market
In the second quarter of 2025, Southeast Asia's electric vehicle (EV) sales grew 102% year-over-year, driven by affordable battery electric vehicles, rising consumer awareness, government...
Thursday 4 September 2025
China's SiCarrier returns to equipment expo with bold claims, but industry has doubts
At the 13th China Semiconductor Equipment, Core Components and Materials Expo (CSEAC 2025) in Wuxi, Chinese equipment maker SiCarrier returned with another high-profile showcase....
Thursday 4 September 2025
Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening
The US Department of Commerce announced on August 29, 2025, that it will revoke the "Validated End-User" (VEU) status previously granted to Samsung Electronics and SK Hynix for their...