Global supply chain: China market

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IN THE NEWS

Thursday 31 July 2025

Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag

Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...

Thursday 31 July 2025

China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom

SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...

Thursday 31 July 2025

CATL earnings beat estimates, defying falling batteries prices

Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share...

Thursday 31 July 2025

SK Hynix secures top spot as competition heats up in DRAM market

SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker,...

Thursday 31 July 2025

Teco chair sees empowerment as key to resilience in face of global radical changes

Empowerment is key to sustainable and resilient development amid radical changes challenging industries worldwide, according to Morris Li, chairman of Teco Electric & Machinery...

Thursday 31 July 2025

Foxconn–Teco alliance bets on reshoring the AI data center

Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...

Thursday 31 July 2025

BOE acquires half of Apple's MacBook LCD orders, displacing LG Display

BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges...

Thursday 31 July 2025

Arm's ex-China chief resurfaces with RISC-V startup, aiming at AI's next frontier

As the race for semiconductor architecture dominance reshapes the global tech landscape, former Arm China CEO Allen Wu made a rare appearance at the 5th RISC-V Summit China, declaring...

Thursday 31 July 2025

China launches AI governance plan to counter Trump's strategy

Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...

Wednesday 30 July 2025

Toyota expands EV manufacturing with new plant in the Czech Republic

Toyota Motor plans to begin electric vehicle (EV) production in Europe by 2028, marking a significant expansion of its global EV manufacturing...

Wednesday 30 July 2025

Huaqin joins Nexchip board with 6% stake purchase from Powerchip

Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin...

Wednesday 30 July 2025

Lisuan, Intellifusion unveil SMIC-based GPUs and NPUs to anchor China's AI stack

At the 2025 World Artificial Intelligence Conference (WAIC), Chinese AI chipmakers announced major advances in high-end chip design, manufacturing, and deployment. Lisuan Tech introduced...

Wednesday 30 July 2025

Samsung accelerates Pyeongtaek P4 to boost 1c DRAM mass production

Samsung Electronics is accelerating the resumption of construction at the fourth phase (PH4) of its Pyeongtaek Campus Line 4 (P4) in South Korea, where construction was halted last...

Wednesday 30 July 2025

China surges ahead of South Korea in the sodium-ion battery race

As global demand for alternative battery technologies grows, sodium-ion batteries are emerging as a promising contender in the next phase of energy storage innovation. Yet while Chinese...

Wednesday 30 July 2025

China unveils first optical-interconnect GPU supernode in AI infrastructure push

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand...

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