Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 11 August 2025

Phison Electronics reports record July revenue despite substrate shortage

Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...

Monday 11 August 2025

Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK...

Monday 11 August 2025

India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...

Sunday 10 August 2025

China's EV makers slashing prices, ignoring government warnings

Despite repeated clear statements from the Chinese central government urging automakers to stop vicious price-cutting, the market's price war has not eased. Instead, it has intensi...

Sunday 10 August 2025

Chicony grows smart low-carbon projects, eyes NT$8B contracts

With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442...

Sunday 10 August 2025

AI infrastructure era arrives: new quarterly capex records across the field

The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...

Sunday 10 August 2025

LCD TV panel prices stabilize amid August market tug-of-war

In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...

Sunday 10 August 2025

Satellite insurance raises cost for Taiwan's satellite push

Taiwan Space Agency (TASA) is taking a bold step toward industrializing its satellite manufacturing sector, announcing a NT$24.9 billion (US$833 million) initiative to develop a commercial...

Friday 8 August 2025

Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached...

Friday 8 August 2025

Chinese companies investigated for illegal poaching of Taiwanese tech talent

The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...

Friday 8 August 2025

OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan

OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...

Friday 8 August 2025

'China for China' becomes new rulebook for Western chipmakers

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...

Friday 8 August 2025

Beijing's grand chip merger vision falters over clashing interests

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen...

Friday 8 August 2025

Nuvoton sees slower auto recovery, eyes growth in EV and battery management

Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the...

Friday 8 August 2025

SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness

SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...

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