Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 20 August 2025

Apple reportedly produces full iPhone 17 lineup in India

Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...

Wednesday 20 August 2025

China's DeepSeek releases V3.1, boosting the AI model's capabilities

DeepSeek announced what appeared to be an update to its older V3 artificial intelligence model on Tuesday, declaring an enhanced version ready for testing.
The V3.1 has a longer...

Wednesday 20 August 2025

SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround

SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...

Wednesday 20 August 2025

Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...

Wednesday 20 August 2025

Xiaomi eyes 2027 European expansion following robust EV profitability

Xiaomi's electric vehicle business delivered strong performance in the second quarter of 2025, reflecting the company's strategic focus on premiumization and operational efficiency...

Wednesday 20 August 2025

Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown

Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new...

Wednesday 20 August 2025

Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026

Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...

Wednesday 20 August 2025

Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy

China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...

Wednesday 20 August 2025

China unveils e-beam lithography machine with precision near ASML's High-NA EUV, but faces mass production hurdles

China has unveiled its first domestically developed commercial electron-beam lithography (EBL) tool, marking a symbolic step forward in efforts to reduce reliance on foreign semiconductor...

Wednesday 20 August 2025

From funeral services to AI server cleaning, Tienpin United now ventures into commercial drones

Tienpin United, a group that started in the life services industry, expanded its business after entering the AI liquid cooling server cleaning market. The company is now moving into...

Wednesday 20 August 2025

Chip toolmakers diverge: AI drives windfalls, China demand fades

Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...

Tuesday 19 August 2025

Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

Tuesday 19 August 2025

HTC builds software and hardware ecosystem to drive AI glasses profitability

HTC recently launched its first smart glasses supporting Traditional Chinese, the Vive Eagle, integrating multiple AI features such as voice interaction, scene recognition, and real-time...

Tuesday 19 August 2025

Smartphone display market sees diverging price trends across panel types

The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

Tuesday 19 August 2025

Dongfeng to sell Honda engine JV stake as China accelerates EV shift

Dongfeng Motor Corporation, one of China's largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a...

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