CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Tuesday 16 September 2025
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...
Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Tuesday 16 September 2025
Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative,...
Tuesday 16 September 2025
Huawei’s Ren says failed Motorola deal set stage for chip self-reliance
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product...
Tuesday 16 September 2025
Han's Laser expands from semiconductors to new markets, as industrial laser demand slides
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition...
Tuesday 16 September 2025
Chips and optics converge at Shenzhen twin expos
The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
Nvidia antitrust ruling clouds US-China trade talks

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that...

Monday 15 September 2025
Chipmakers bet big on AI glasses as market momentum builds
Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development...
Monday 15 September 2025
Jorjin chairman: Chip and display breakthroughs fuel AI-AR symbiosis
AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence...
Monday 15 September 2025
Telcos prioritize profits over speed in 6G race
As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard...
Monday 15 September 2025
Topview Optronics poised to benefit from growing security integration demand
Topview Optronics, a subsidiary of Taiwan's Qisda Group, reported that integration efforts in the security control industry are gaining momentum. While customers previously focused...
Monday 15 September 2025
China targets CoWoP leapfrog as Taiwan holds tech edge
Recent market reports indicate that CoWoP has shown preliminary test results exceeding expectations. Nvidia, which leads its development, is expected to accelerate mass production...
Monday 15 September 2025
XMC steps into key stage of China's silicon-on-insulator foundry drive, ahead of SMIC and Hua Hong
Since its IPO application was accepted by Shanghai's STAR Market in September 2024, Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has updated its prospectus to highlight its...
Monday 15 September 2025
Arm raises stakes in mobile AI with Lumex CSS; debuts C1 CPU and Mali G1-Ultra GPU
Arm unveiled its Lumex Compute Subsystem (CSS) on September 10 at the Unlocked Summit in Shanghai, signaling its boldest step yet to elevate AI and gaming on flagship smartphones...