Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 21 August 2025

China LED firms hike prices up to 10%; Taiwan pivots to AI

China's LED industry is facing a new round of price hikes in 2025 as rising raw material costs squeeze margins. MLS Co., Ltd., Kinglight, and Syntec Technology led the move with increases...

Thursday 21 August 2025

Chinese firms enter advanced hybrid bonding race as global chipmakers accelerate

With Moore's Law losing momentum, advanced packaging has become the industry's next significant lever to drive performance gains. At the center of this race is hybrid bonding, widely...

Thursday 21 August 2025

Taiwan-Germany robotics ties deepen with new joint venture agreement

German humanoid robot startup Neura Robotics GmbH and Taiwanese firm Kenmec Mechanical Engineering have signed a cooperation agreement to jointly explore robotics market opportunities...

Thursday 21 August 2025

Wiselink posts record-high 2Q25 revenue with growth from anti-fraud, fintech businesses

Wiselink has seen its revenue for the second quarter of 2025 surge by 60% year-over-year to NT$634 million (approx. US$21 million), marking a new record high for the company as it...

Thursday 21 August 2025

IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026

Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....

Thursday 21 August 2025

Executive shake-up at China’s top wafer maker

China's National Silicon Industry Group (NSIG), the country's biggest silicon wafer producer, said longtime executive Wang Qingyu, also...

Thursday 21 August 2025

Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Thursday 21 August 2025

European luxury car brands reeling as China tightens tax policy

As global automakers battle for dominance in an increasingly competitive Chinese market, European luxury brands are facing unprecedented headwinds. Beyond losing market share to fast-rising...

Thursday 21 August 2025

China and South Korea clash over the future of EV batteries

As the global electric vehicle market begins to cool and Chinese battery giants continue their rapid expansion, South Korea is placing its hopes on next-generation solid-state batteries...

Thursday 21 August 2025

Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...

Wednesday 20 August 2025

PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain

Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...

Wednesday 20 August 2025

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

Wednesday 20 August 2025

China signals openness to India's rare earth request amid tensions with US

Chinese Foreign Minister Yi Wang's recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India's requests for rare earths,...

Wednesday 20 August 2025

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

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