Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 30 September 2025

GlobalFoundries opens Beijing office, doubles down on localizing production for China market

US-based foundry GlobalFoundries (GF) has faced numerous challenges in its China strategy, from halting investment in a 12-inch fab in Chengdu to shifting toward mature process partnerships...

Tuesday 30 September 2025

DeepSeek launches new open-source AI model with Huawei, Cambricon, Hygon support

DeepSeek unveiled its next-generation large language model, DeepSeek-V3.2-Exp, on September 29, 2025, and released it as open source on Hugging Face. The new model features a sparse...

Tuesday 30 September 2025

Richard Yu to lead Huawei's Investment Review Board in strategic AI pivot

Huawei is doubling down on its artificial intelligence (AI) ambitions. On September 29, company founder Ren Zhengfei personally signed...

Tuesday 30 September 2025

Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough

At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and...

Tuesday 30 September 2025

LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026

Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth...

Tuesday 30 September 2025

Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025

Samsung chair sees humanoid robots as new growth engine

Samsung chairman Lee Jae-yong is making humanoid robots a central pillar of the conglomerate's future, pursuing an aggressive investment strategy that analysts say could reshape the...

Tuesday 30 September 2025

China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Shanghai Zhaoxin Semiconductor has scored a breakthrough in China's healthcare sector. On September 23, the x86 chipmaker announced that...

Tuesday 30 September 2025

Qualcomm engages with India's chip packaging sector, open to partnerships with local players

Qualcomm is in active discussions with multiple Indian suppliers, including the Tata Group, to leverage the country's semiconductor packaging capacity and is open to collaborating...

Tuesday 30 September 2025

Pimax micro OLED VR headsets promise record field of view, face shipping delays

Pimax has introduced three micro OLED VR headsets using its patented ConcaveView optical technology: the entry-level Dream Air SE, the mid-range Dream Air, and the flagship Crystal...

Tuesday 30 September 2025

South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B

South Korean AI semiconductor startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC arm, accelerating its...

Tuesday 30 September 2025

Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain

The surge in AI chips fueling CoWoS packaging demand has put silicon carbide (SiC), a third-generation semiconductor, on the verge of entering this high-value arena. The shift is...

Tuesday 30 September 2025

US expands entity list restrictions to cover affiliates of blacklisted firms

The US Department of Commerce has issued a new rule that broadens the reach of its export control regime by targeting affiliates of companies already on restricted lists. The change,...

Tuesday 30 September 2025

Apple device sales drive robust growth in optical manufacturing sector in late 2025

As the global market enters the fourth quarter of 2025, strong new product shipments are catalyzing growth across the optical manufacturing industry. Key suppliers along the optical...

Tuesday 30 September 2025

EV market hits reset as US tax credits run out

The US electric vehicle (EV) market is approaching a key inflection point. On September 30, federal tax credits under the Inflation Reduction...

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