Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion

OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)...

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025

SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

Thursday 18 December 2025

US-China AI rivalry shifts to the power front

Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic...

Thursday 18 December 2025

InnoCare eyes steady growth in 2026 as AI accelerates medical applications

InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually...

Thursday 18 December 2025

SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

SpaceX could go public as early as 2026 and emerge as one of the world's most valuable listed companies, with market estimates putting...

Wednesday 17 December 2025

Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components

South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's...

Wednesday 17 December 2025

MetaX jumps in Shanghai IPO as China pushes homegrown GPUs

MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...

Wednesday 17 December 2025

Taiwan IPC industry and player status, 2025

Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.

Wednesday 17 December 2025

Samsung tri-fold phone sees strong sales despite high repair costs

Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...

Wednesday 17 December 2025

CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain

China-based battery equipment maker CHR Hangko is actively expanding its production base in South Korea, aiming to deepen its presence in the local rechargeable battery supply chain...

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