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NEWS TAGGED CHINA
Friday 1 August 2025
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Friday 1 August 2025
Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...
Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Thursday 31 July 2025
CATL earnings beat estimates, defying falling batteries prices
Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share...
Thursday 31 July 2025
BOE acquires half of Apple's MacBook LCD orders, displacing LG Display
BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges...
Thursday 31 July 2025
Arm's ex-China chief resurfaces with RISC-V startup, aiming at AI's next frontier
As the race for semiconductor architecture dominance reshapes the global tech landscape, former Arm China CEO Allen Wu made a rare appearance at the 5th RISC-V Summit China, declaring...
Thursday 31 July 2025
China launches AI governance plan to counter Trump's strategy
Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...