Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 8 October 2025

China accelerates DUV lithography breakthroughs with patents and testing

China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method...

Wednesday 8 October 2025

YMTC eyes HBM market entry to disrupt top three

Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...

Wednesday 8 October 2025

Commentary: The rising concerns surrounding AMD's alliance with OpenAI

AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...

Wednesday 8 October 2025

OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion

OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...

Wednesday 8 October 2025

IT panel shipments to fall in 4Q25, prices to edge lower as demand cools

As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...

Wednesday 8 October 2025

With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025

70% local manufacturing supports India-based boAt's growth and IPO plans

IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...

Wednesday 8 October 2025

Shenzhen Int'l Auto Show signals China's shift to NEVs

The Shenzhen International Auto Show, held in early October 2025, brought together over 700 exhibitors across 80,000 square meters of exhibition space. The show focused on new energy...

Wednesday 8 October 2025

GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...

Tuesday 7 October 2025

Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026

Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...

Tuesday 7 October 2025

Dragonfly UAS joins Qisda in drone push

To accelerate its expansion in the drone market, Qisda has recently incorporated two drone companies, one of which is Dragonfly UAS. Apart from being a distributor in Taiwan for American...

Tuesday 7 October 2025

Liquid cooling becomes essential for next-gen AI servers

The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional...

Tuesday 7 October 2025

CATL extends global lead as Korean battery utilization drops to 50%

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

Tuesday 7 October 2025

Huawei overtakes Apple, topping global smartwatch market

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since...

Tuesday 7 October 2025

iPhone upgrade surge may boost Taiwan's phone recycling volume to 100,000 units in 2025

Taiwan's used phone market is showing signs of warming up. The growth is driven in part by a wave of device upgrades following the launch of Apple's iPhone 17 lineup. It has been...

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