Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 5 November 2025

Trump pauses China port fees but leaves room to negotiate

Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders...

Wednesday 5 November 2025

Nuvoton posts second straight loss on Japan plant woes, automotive slump

Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...

Wednesday 5 November 2025

Apple's first budget MacBook powered by iPhone chip, set for 2026

Apple Inc. is gearing up to enter the low-cost laptop market for the first time, developing a budget Mac designed to compete with Chromebooks and entry-level Windows PCs. Targeted...

Wednesday 5 November 2025

Nexperia warns clients of supply halt and quality risks at China plant amid dispute

Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from...

Wednesday 5 November 2025

Nanya Technology and Winbond Electronics report strong financial results amid rising DDR4 demand

Taiwanese DRAM manufacturer Nanya Technology recorded its highest single-month revenue in four years in October 2025, reporting NT$7.908 billion (approx. US$256 million). This marked...

Wednesday 5 November 2025

New car registrations in Taiwan rise in October, as Tesla stumbles and Luxgen returns to the top

Taiwan recorded 34,511 new car registrations in October, marking a 7.1% month-over-month and 3.9% year-over-year increase. Although still below earlier market expectations, this was...

Wednesday 5 November 2025

China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade...

Wednesday 5 November 2025

US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

Wednesday 5 November 2025

Mature semiconductor process price wars ease as foundries report stabilizing ASPs

The semiconductor industry is witnessing a shift in the competitive dynamics of the mature process segment, with the intense price wars that had been predicted to escalate in 2025...

Wednesday 5 November 2025

AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in

Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...

Wednesday 5 November 2025

Apple’s MacBooks shine in a dull PC market

Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...

Wednesday 5 November 2025

China's chipmakers cash in on localization momentum

China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...

Tuesday 4 November 2025

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...

Tuesday 4 November 2025

Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets

India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...

Tuesday 4 November 2025

Cisco unveils Unified Edge platform to capture AI inference market

Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security...

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