Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 3 July 2025

China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...

Thursday 3 July 2025

Foxconn, Quanta ramp up GB200 output in AI infrastructure boom

Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...

Thursday 3 July 2025

Wolfspeed bankruptcy no surprise as product development lags Chinese rivals

US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power...

Thursday 3 July 2025

Samsung to restart P5 fab construction after two years as AI semiconductor grows

After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous...

Thursday 3 July 2025

Chips for rare earths: An uneven US-China trade gambit

Since the onset of the US-China tech war, both sides have engaged in multifaceted struggles over strategic industries such as semiconductors, AI, and critical resources.

Thursday 3 July 2025

TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders

Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...

Thursday 3 July 2025

IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year...

Thursday 3 July 2025

China's EV leaders switch gears from horsepower to chip power

As global automakers advance deeper into electrification and intelligent mobility, China's top EV brands—BYD, Nio, and Xiaomi—are fast-tracking the development of self-designed...

Thursday 3 July 2025

Trump Vietnam trade deal hits Chinese transshipment with higher tariff

US President Donald Trump announced a sweeping trade deal with Vietnam, proposing tariffs on Vietnamese and transshipped goods while securing zero-tariff access for American products,...

Thursday 3 July 2025

Intumit to list on TWSE as GenAI drives rapid growth

Intumit, a company specializing in natural language processing and enterprise software applications, is set to move from the over-the-counter market to the Taiwan Stock Exchange (TWSE)...

Thursday 3 July 2025

US lifts EDA tool curbs as part of new China deal

The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...

Thursday 3 July 2025

Taiwan drone maker eyes 30% market share as geopolitics reshapes industry

Myson Century aims to capture 30% of the heavy-lift drone market as geopolitical tensions and supply chain concerns create opportunities for trusted manufacturers outside China, according...

Thursday 3 July 2025

Nio spins off chip division with new 5nm auto SoC under volume production

China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially...

Thursday 3 July 2025

ByteDance expands AI hiring spree into humanoid robotics

ByteDance is recruiting heavily for humanoid robot development as the TikTok parent accelerates its push beyond social media into cutting-edge artificial intelligence (AI) applicat...

Thursday 3 July 2025

D-Link locks in 50,000-unit Wi-Fi 6 deal in India's enterprise market

Taiwanese networking firm D-Link Corporation has landed a significant Wi-Fi 6 enterprise access point (EAP) order in India, securing...

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