Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 5 September 2025

G2 AI race: US bets on AGI while China eyes applications

The global artificial intelligence race has split into two distinct paths. While the US pours resources into developing artificial general intelligence—machines with human-like...

Friday 5 September 2025

South Korea's Nextin expands China operations as G2 strains deepen

While geopolitical tensions push many companies away from China, South Korean chip equipment maker Nextin is doubling down with a new factory in Wuxi, betting big on a market that...

Friday 5 September 2025

China's AI agenda finds a backer: Ant Group expands into chips

Ant Group is ramping up investments in China's semiconductor industry, targeting several domestic chip startups. After securing dominance in payments and fintech, the company is shifting...

Friday 5 September 2025

Semco develops continuous zoom camera module targeting Chinese smartphone market

Samsung Electro-Mechanics (Semco) is developing a continuous zoom camera module that maintains image clarity across varying telephoto magnifications, reportedly aiming to meet demands...

Friday 5 September 2025

Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry...

Friday 5 September 2025

South Korea doubles down on display research as China tightens grip on global market

South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...

Friday 5 September 2025

Analysis: Taiwan’s EV price war escalates as Luxgen undercuts Tesla ahead of new launch

Taiwan's automotive market remained sluggish in August 2025, with total sales failing to surpass the 30,000-vehicle mark. Automakers across brands have rolled out promotional offers...

Friday 5 September 2025

Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand

As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...

Friday 5 September 2025

Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5

Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation...

Friday 5 September 2025

Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

To reshape the high-bandwidth memory (HBM) market landscape, Samsung Electronics is reportedly set to engage in a "game of chicken" once...

Friday 5 September 2025

Huawei remains China’s sole heavyweight in AI chips

China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...

Friday 5 September 2025

Rexon Technology pivots to drones, capturing global market share

Taiwan-based Rexon Technology is making significant strides in the unmanned aerial vehicle (UAV) market by leveraging its expertise in motors and power systems. At a recent earnings...

Friday 5 September 2025

Hyundai hydrogen vision challenged by South Korea's shrinking budget

Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position...

Friday 5 September 2025

Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management

For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...

Thursday 4 September 2025

Walmart drives record growth in electronic shelf label shipments

Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...

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