Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 2 May 2025

US$1 trillion AI rush: China's memory boom shakes global chip market

China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...

Thursday 1 May 2025

China's DRAM surge could upend global memory prices and supply chains, warns Etron

The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...

Thursday 1 May 2025

Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next

Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing...

Thursday 1 May 2025

MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026

MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...

Thursday 1 May 2025

Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules

US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies...

Wednesday 30 April 2025

Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak

Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...

Wednesday 30 April 2025

Chinese carmakers in Europe face carbon compliance dilemma after EV tariff pivot

Chinese carmakers entering the European Union market find themselves in a challenging position. After successfully sidestepping the EU's anti-subsidy tariffs on their battery electric...

Wednesday 30 April 2025

CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results

China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year...

Wednesday 30 April 2025

China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9%...

Wednesday 30 April 2025

Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency

Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence...

Wednesday 30 April 2025

Xi visits Shanghai to personally oversee China's AI strategic development

Amid escalating US-China technology tensions, artificial intelligence (AI) has become a central battleground for both nations. Chinese authorities have intensified their focus on...

Wednesday 30 April 2025

Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market

Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...

Wednesday 30 April 2025

China cracks EUV light source barrier, builds new experimental platform

Amid escalating tech restrictions and geopolitical tensions, China has made a breakthrough in semiconductor research. The Shanghai Institute of Optics and Fine Mechanics, Chinese...

Wednesday 30 April 2025

Chinese PHEV market and global status

The Chinese PHEV market is on the rise with Chinese automakers leading the global industry in accelerating the shift to hybrid techs.

Wednesday 30 April 2025

Gogoro's battery bet faces market test as it restructures and regroups

After becoming Taiwan's first unicorn to go public in the US, Gogoro—the electric scooter company known for its sleek design and...

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