Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 16 December 2025

Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders

Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial...

Tuesday 16 December 2025

Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders

Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry...

Tuesday 16 December 2025

China's chip resilience: Naura M&A, ACM's HBM push defy US export controls

Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US...

Tuesday 16 December 2025

Acer CEO urges firms to boost resilience amid memory price surge

Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact...

Tuesday 16 December 2025

Taiwan's AI exports surge on US demand, Europe emerges as key future market

Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...

Tuesday 16 December 2025

Apple braces for DRAM cost surge as Korean suppliers reprice contracts

Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...

Tuesday 16 December 2025

Notebook market may see second consecutive year of seasonal demand distortion in 2026

The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...

Tuesday 16 December 2025

Dimerco leverages Asia logistics expertise to navigate complex 2026 freight market

Taipei, December 11, 2025: Dimerco Express Group ("Dimerco") has announced that it is strengthening its integrated, Asia-focused logistics solutions to help customers...

Tuesday 16 December 2025

Japan's $65 Billion Bet: Inside the Government's Semiconductor Revival Plan

In 1988, Japanese firms controlled 51% of worldwide chip sales, dominating memory production and manufacturing equipment. Fast forward to 2019, and that share had steadily...

Tuesday 16 December 2025

Taiwan, South Korea strengthen startup ties at COMEUP 2025

Taiwanese startup accelerator AppWorks and South Korea's SparkLabs participated in COMEUP 2025, a prominent startup event in Seoul, underscoring growing collaboration between the...

Tuesday 16 December 2025

Poland leads Taiwan drone exports as cooperation expands in Eurasian market

Taiwan's national drone team has scored another milestone as the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA) recently visited Poland for exchanges...

Tuesday 16 December 2025

SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond...

Tuesday 16 December 2025

Nintendo and commercial PC upgrades drive Weblink's positive 2026 outlook

Weblink International is positive yet proceeding cautiously into 2026. As AI applications are rolled out more broadly, the company will continue to deepen its presence in the commercial...

Tuesday 16 December 2025

Ezcon teams with hardware partners to boost smart building demand amid housing market cooldown

Smart building solutions provider Ezcon has announced the launch of its fully integrated smart building solution, developed in conjunction with major partners Intel, Aopen, Advantech,...

Tuesday 16 December 2025

China's EV lead faces battery recycling crisis and geopolitical squeeze

The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe,...

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