Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 4 September 2025

Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts

Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...

Thursday 4 September 2025

Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25

Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking...

Thursday 4 September 2025

Garmin unveils world's first microLED smartwatch

Garmin will launch a microLED version of its flagship Fēnix 8 Pro smartwatch on September 8, marking a significant milestone as the world's first watch to integrate microLED...

Thursday 4 September 2025

Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor...

Thursday 4 September 2025

Korean industry sees US VEU revocations as rare earth talk leverage

Analysts say the US government's decision to revoke Verified End-User (VEU) authorizations for semiconductor equipment exports to Samsung Electronics and SK Hynix's Chinese factories...

Thursday 4 September 2025

Why the US revoking TSMC’s Nanjing license may matter less than it seems

The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...

Thursday 4 September 2025

China imposes anti-circumvention duties on US-made optical fibers

China's Ministry of Commerce has ruled that US optical fiber producers circumvented existing anti-dumping measures by altering trade patterns and exporting a different category of...

Thursday 4 September 2025

GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy

GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...

Thursday 4 September 2025

China's SiC substrate industry faces setback, seeks strategic pivot

In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...

Thursday 4 September 2025

Acer targets AI inference market with new launches partnered with MediaTek and Nvidia

Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global...

Thursday 4 September 2025

Hermes Testing expands probe solution business amid AI-driven semiconductor demand

Hermes Testing, a testing solutions provider under Hermes Epitek, is leveraging its machine engineering services and customized equipment manufacturing to address growing demand in...

Thursday 4 September 2025

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption...

Thursday 4 September 2025

Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race

The generative AI surge is accelerating at record pace, with computing power emerging as the decisive asset. As advanced AI chips grow scarce under tightening export controls, China...

Thursday 4 September 2025

Unlikely alliance launches US$24M push into Taiwan’s robotics market

A surprising new alliance is disrupting Taiwan's robotics and unmanned vehicle industry. A veteran food manufacturer, a key supplier to TSMC, and a leading machinery firm have joined...

Thursday 4 September 2025

China's new electric bike standard takes effect, driving trade-in boom

The electric bike market in China has entered a new phase. Starting September 1, the mandatory national standard "Safety Technical Specification...

60/1340 pages