Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 21 August 2025

Executive shake-up at China’s top wafer maker

China's National Silicon Industry Group (NSIG), the country's biggest silicon wafer producer, said longtime executive Wang Qingyu, also...

Thursday 21 August 2025

Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Thursday 21 August 2025

European luxury car brands reeling as China tightens tax policy

As global automakers battle for dominance in an increasingly competitive Chinese market, European luxury brands are facing unprecedented headwinds. Beyond losing market share to fast-rising...

Thursday 21 August 2025

China and South Korea clash over the future of EV batteries

As the global electric vehicle market begins to cool and Chinese battery giants continue their rapid expansion, South Korea is placing its hopes on next-generation solid-state batteries...

Thursday 21 August 2025

Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...

Wednesday 20 August 2025

PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain

Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...

Wednesday 20 August 2025

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

Wednesday 20 August 2025

China signals openness to India's rare earth request amid tensions with US

Chinese Foreign Minister Yi Wang's recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India's requests for rare earths,...

Wednesday 20 August 2025

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025

Huawei turns to software to ease pain from China's scarce AI memory

The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...

Wednesday 20 August 2025

Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers

Taiwan's automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply...

Wednesday 20 August 2025

OpenAI launches affordable ChatGPT subscription in India to encourage free users to upgrade

OpenAI has introduced a new subscription tier, ChatGPT Go, tailored specifically for the Indian market and priced at INR399 per month (about US$4.6). The move aims to boost paid subscriptions...

Wednesday 20 August 2025

Top smartphone brands gear up for 2H25: three key market trends to watch

The global smartphone market has shown signs of slowed sales growth, though major brands persist in launching new devices to stimulate demand. Key products like Google's Pixel 10,...

Wednesday 20 August 2025

Advantech to invest US$96.5 million in new North America headquarters campus

Advantech Co., Ltd. has approved a US$96.5 million investment to build a new headquarters campus in Tustin, California, aiming to expand its North American operations. The facility...

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