Global supply chain: China market

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IN THE NEWS

Friday 14 November 2025

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...

Friday 14 November 2025

ADATA sets new quarterly profit records amid strong memory market demand

ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...

Thursday 13 November 2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...

Thursday 13 November 2025

Hiwin eyes 2026 growth driven by semiconductor and robotics

Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on...

Thursday 13 November 2025

GIS bets on OLED and optics as the display industry shifts to high-end applications

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution...

Thursday 13 November 2025

BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market

BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical...

Thursday 13 November 2025

Automotive and sports lightweight demand boosts FCS injection molding shipments

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor,...

Thursday 13 November 2025

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...

Thursday 13 November 2025

Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for...

Thursday 13 November 2025

Uniplus Electronics rebrands with eye on entering North American transformer market

Uniplus Electronics, the transformer and electronic components subsidiary of Star Fusion Group, announced on November 12 that the company would rebrand its name to "光譜電工" (directly...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...

Thursday 13 November 2025

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

Thursday 13 November 2025

Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR

Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy...

Thursday 13 November 2025

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...

Thursday 13 November 2025

Huawei's new wave of inventions hints at a rewired future for AI computing

Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...

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