Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 25 August 2025

Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia

China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...

Monday 25 August 2025

Taiwan's old-line industries pivot to tech in search of 'second growth curve'

Industry realignments are intensifying, with sectors from semiconductors to ICT facing strain from geopolitics, tariffs, and currency volatility...

Monday 25 August 2025

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...

Monday 25 August 2025

SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign

SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...

Sunday 24 August 2025

DeepSeek’s shock fades, leaving China’s AI to face reality

More than six months after DeepSeek's surprise rise shook global markets and challenged US dominance in artificial intelligence, the Chinese startup's trajectory illustrates a shift...

Sunday 24 August 2025

Samsung snaps up Intel engineers as layoffs flood market with talent

Intel is grappling with accelerating staff departures as CEO Pat Gelsinger pushes through sweeping restructuring efforts and cancels projects championed by his predecessor. The financially...

Sunday 24 August 2025

Bubble fears mount in AI, but edge players still bet on steady gains

Concerns that artificial intelligence is slipping into bubble territory are growing. A report from MIT's NANDA initiative, The GenAI Divide: State of AI in Business 2025,...

Sunday 24 August 2025

Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust

The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu...

Saturday 23 August 2025

It’s official: Trump administration takes 10% Intel stake in $8.9B deal

Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment,...

Saturday 23 August 2025

Yulon pivots to batteries as Taiwan auto market stalls

Taiwanese automaker Yulon Motor Co. held an online investor briefing on August 20, 2025, where General Manager Kuo-Hsing Hsu addressed the impact of tariff uncertainty on the domestic...

Saturday 23 August 2025

Taiwan's space ambitions grow with new industrial platform for LEO satellites

Facing gaps in full-system integration and in-orbit validation, Taiwan's space agency unveils a hybrid support model to help domestic companies secure a foothold in the low-Earth...

Saturday 23 August 2025

China Motor holds steady on 2025 sales target despite tax uncertainty

Despite ongoing uncertainty surrounding Taiwan's import tariffs and excise tax policies, China Motor Corporation (CMC), a subsidiary of the Yulon Group, maintains its full-year sales...

Saturday 23 August 2025

Japan's last semiconductor stronghold slips under Chinese pressure

Japan's power semiconductor sector, once a global stronghold, is losing ground to fast-rising Chinese rivals as stalled consolidation...

Saturday 23 August 2025

Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up

Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...

Friday 22 August 2025

Analysis: Is the US taking a page from China's 'Big Fund'?

SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...

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