Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 25 November 2025

Trump and Xi discuss trade, Taiwan, and Russia-Ukraine in second call

US President Donald Trump and Chinese President Xi Jinping held a phone call on November 24 to address issues including trade agreements, the Taiwan situation, and the Russia-Ukraine...

Tuesday 25 November 2025

Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17

Taiwan's smartphone shipments surged to nearly 560,000 units in October 2025, driven primarily by strong sales of Apple's iPhone 17 series, according to local channel operators. The...

Tuesday 25 November 2025

YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight

Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...

Tuesday 25 November 2025

China edges toward self-reliant robot compute with Black Sesame's SesameX

Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...

Tuesday 25 November 2025

TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces

TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...

Tuesday 25 November 2025

ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers

With the wave of generative AI applications driving rapid upgrades in high-performance computing architectures and data center networks, market demand for ultra-high bandwidth, lower...

Tuesday 25 November 2025

Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan

Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...

Tuesday 25 November 2025

Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor

South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating...

Tuesday 25 November 2025

OmniVision, Nio, and Axera form JV to build China's next-gen auto chips

As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new...

Tuesday 25 November 2025

Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply

Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...

Monday 24 November 2025

Lenovo builds a 50% inventory buffer to hold PC prices through 2025

Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...

Monday 24 November 2025

DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025

China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push...

Monday 24 November 2025

Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise...

Monday 24 November 2025

China launches Burning Plasma international scientific program, aims for net energy gain

On November 24, 2025, the Chinese Academy of Sciences (CAS) officially launched the "Burning Plasma" international scientific program at the "Future Big Science City" in Hefei, Anhui...

Monday 24 November 2025

Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand

Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...

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