Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 14 November 2025

China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control...

Friday 14 November 2025

Premiumization boosts Qualcomm as Apple posts fastest growth in India

India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...

Friday 14 November 2025

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency,...

Friday 14 November 2025

Coretronic and Radiant expand beyond displays, betting on drones and advanced optics

Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...

Friday 14 November 2025

AI chip test interface demand surges; Taiwan orders visible through 2026

As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...

Friday 14 November 2025

Edison Opto expects automotive momentum to reboot operations in 2026

LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations...

Friday 14 November 2025

Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover

Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season...

Friday 14 November 2025

Advantech targets medical and robotics in edge AI

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...

Friday 14 November 2025

Brinno targets Middle East defense market at Dubai Airshow 2025

Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition,...

Friday 14 November 2025

Microip expands into North America, eyes growth in agriculture and defense tech

Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...

Friday 14 November 2025

Ilitek completes T-Con integration, eyes DDI product synergy in 2026

DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025

Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...

Friday 14 November 2025

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...

Friday 14 November 2025

SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets

SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.

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