Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 3 June 2025

Subsidized iPhones put Apple back on top in China, but at what cost?

Apple's smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the...

Tuesday 3 June 2025

Global smartphone industry, 1Q 2025

Global smartphone shipments hit 294.7 billion units in the first quarter of 2025 with volumes in the second quarter to pick up 4.9% on year.

Tuesday 3 June 2025

AI smart salesperson reshapes telemarketing: Cloud Science Network Management team enhances sales performance

Telemarketing, a conventional sales channel, faces substantial challenges, such as a persistent attrition of qualified personnel, elevated labor costs, variable sales quality, and...

Tuesday 3 June 2025

Kinpo charts Middle East expansion, but without a factory

As Middle Eastern nations accelerate economic diversification efforts, global attention is turning to the region's rising profile as...

Tuesday 3 June 2025

Huawei's Hubble shifts gears: from chips to AI, robotics

Huawei launched Hubble Technology Investment Co. in response to US sanctions in 2019, a wholly owned subsidiary aimed at accelerating China's push for semiconductor independence....

Tuesday 3 June 2025

SoftBank and Intel forge AI memory venture to challenge HBM dominance

Japan's SoftBank has partnered with Intel to co-develop cutting-edge DRAM tailored for AI applications, aiming to challenge the incumbent High Bandwidth Memory (HBM) technology. The...

Tuesday 3 June 2025

Waffer Technology sees May revenue dip but expects recovery on auto rebound and magnesium alloy demand

Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08%...

Tuesday 3 June 2025

BOE's OLED surge stirs déjà vu for South Korea's display sector

BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership...

Tuesday 3 June 2025

Huawei defies US sanctions with record revenue and R&D transformation

Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business...

Tuesday 3 June 2025

TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses

The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...

Tuesday 3 June 2025

FPCC faces ongoing challenges; expects to produce 5,500 tons of sustainable aviation fuel in 2025

Formosa Petrochemical (FPCC) held its 2025 shareholders' meeting on May 29, 2025, during which company Chairman Ming Tsao stated that US President Donald Trump's tariff and trade...

Tuesday 3 June 2025

HannStar reports loss for 2024, steps up transition to niche market applications

HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company...

Tuesday 3 June 2025

South Korean exports to the US and China fall sharply, but semiconductor sales hit record high

South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and...

Tuesday 3 June 2025

US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains

Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...

Tuesday 3 June 2025

South Korea's chip crown becomes a strategic burden

South Korea's leadership in DRAM, NAND, and high-bandwidth memory (HBM) is becoming a strategic liability amid rising US-China friction. With...

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