Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 9 December 2025

CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7

Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution...

Tuesday 9 December 2025

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

Tuesday 9 December 2025

Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee

Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...

Tuesday 9 December 2025

Moore Threads CEO leverages Nvidia legacy to challenge GPU giant

In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack...

Tuesday 9 December 2025

Analysis: Why isn't Huawei trying to win the tech war?

Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips...

Monday 8 December 2025

SK Hynix restructures global operations amid reported HBM4 production delay

SK Hynix announced a comprehensive organizational restructuring to expand its global research network and reinforce its leadership in the high-bandwidth memory sector. The strategic...

Monday 8 December 2025

Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability

Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...

Monday 8 December 2025

Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's...

Monday 8 December 2025

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...

Monday 8 December 2025

Yeong Guan boosts global wind presence with China surge and 2026 Thailand plant launch

Taiwan's major castings supplier Yeong Guan Energy Technology Group, a key producer of components for wind turbines, machine tools, and heavy industrial equipment, is deepening its...

Monday 8 December 2025

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company...

Monday 8 December 2025

Geopolitics push AI chip packaging into Taiwan-US duopoly

Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip...

Monday 8 December 2025

Tesla mounts late-2025 China comeback as Europe sales crater

Tesla, the world's leading electric-vehicle maker, mounted a striking late-2025 comeback in China's battery-electric market — a rebound that stands in sharp contrast to the...

Monday 8 December 2025

Apple poised to overtake Samsung in 2025 smartphone shipments

Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate...

Monday 8 December 2025

SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans

SK Hynix has reportedly postponed the mass production timeline for its sixth-generation high bandwidth memory (HBM4) from the end of the second quarter of 2026 to the third quarter...

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