Global supply chain: China market

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Thursday 13 November 2025

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...

Thursday 13 November 2025

Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for...

Thursday 13 November 2025

Uniplus Electronics rebrands with eye on entering North American transformer market

Uniplus Electronics, the transformer and electronic components subsidiary of Star Fusion Group, announced on November 12 that the company would rebrand its name to "��йq�u" (directly...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness in...

Thursday 13 November 2025

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

Thursday 13 November 2025

Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR

Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy...

Thursday 13 November 2025

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...

Thursday 13 November 2025

Huawei's new wave of inventions hints at a rewired future for AI computing

Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...

Thursday 13 November 2025

China's rare earth curbs hinder Hyundai Motor's early development

Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare...

Thursday 13 November 2025

Huawei converts R&D might into patent power and AI momentum

Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...

Thursday 13 November 2025

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...

Thursday 13 November 2025

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric vehicle...

Thursday 13 November 2025

Infineon posts stable 2025 results—and bets big on AI-driven power demand

Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth in...

Thursday 13 November 2025

LegalSign.ai reshapes legal workflows with generative AI, completing the final piece of enterprise digital transformation

As businesses face dramatic changes in the global market environment, companies worldwide are accelerating their digital transformation efforts, seeking competitive advantages...

Thursday 13 November 2025

Trymax - Plasma-based etching, stripping and curing process equipment maker

Trymax Semiconductor B.V. provides plasma-based etching, stripping, and curing process equipment for advanced semiconductor packaging, targeting applications in dry descum,...

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