Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 22 October 2025

Huawei's AI redemption: Richard Yu rallies global talent after PanGu fallout

As the US-China AI rivalry heats up, Huawei Executive Director and Chairman of the Board of Directors of the Consumer BG, Richard Yu, has announced a "Global Top AI Talent Recruitment...

Wednesday 22 October 2025

China's genAI users double in 1H25 amid domestic dominance

China's generative artificial intelligence (AI) sector experienced rapid expansion in the first half of 2025, with the number of generative AI users reaching 515 million, representing...

Wednesday 22 October 2025

China's TV sales slump as subsidies fade ahead of holiday season

China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...

Wednesday 22 October 2025

PSMC narrows loss despite memory market tightness and cautious IT demand

Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins,...

Wednesday 22 October 2025

Texas Instruments trims production, tightens focus for a measured recovery

In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...

Wednesday 22 October 2025

Texas Instruments outlook signals continued market weakness

On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...

Wednesday 22 October 2025

Blockchain Integration Reshapes Mobile Gaming Platforms

Blockchain technology is steadily reshaping mobile gaming, introducing new systems for payments, fairness and transparency. As decentralized finance expands into consumer services,...

Wednesday 22 October 2025

The Packaging Pivot Driving AI Chip Performance

Artificial intelligence (AI) is reshaping the semiconductor landscape-both as a fast-growing end market and as a catalyst for innovation across mobile, automotive, networking,...

Wednesday 22 October 2025

Analysis: Samsung reclaims memory crown but what about its foundry?

Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...

Wednesday 22 October 2025

GenAI gives China’s smartphone market a surprise rebound

China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...

Wednesday 22 October 2025

Server maker sees no AI bubble amid rising AI computing demand

ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...

Tuesday 21 October 2025

New US truck and bus tariffs set to reshape global supply chains and sourcing strategies

The Trump administration has enacted a dual trade policy under Section 232 of the Trade Expansion Act, imposing tariffs on imported medium- and heavy-duty trucks and buses while maintaining...

Tuesday 21 October 2025

Chinese iPhone users take on Apple, accuse it of abusing market power for App Store

Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position...

Tuesday 21 October 2025

China smartphone industry, 3Q 2025

Chinese smartphone shipments reached 177 million units in the third quarter of 2025, and shipments are expected to increase by 7.5% quarter-on-quarter in the fourth quarter.

Tuesday 21 October 2025

Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods"...

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