Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 25 September 2025

Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum

The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives...

Thursday 25 September 2025

Philippines’ pro-US pivot draws Taiwanese network suppliers

Amid changing geopolitical dynamics, Southeast Asia is becoming a key expansion area for Taiwanese manufacturers. The Philippines' shift from pro-China to pro-US, coupled with its...

Thursday 25 September 2025

Commentary: Nvidia’s US$5B Intel deal revives memories of Microsoft’s 1997 Apple lifeline

In a move echoing one of the most famous tech partnerships in history, chip giant Nvidia has made a US$5 billion investment in rival Intel, sparking a debate over whether the struggling...

Thursday 25 September 2025

Xiaomi’s massive EV recall signals end of China’s free-wheeling smart-car boom

China's EV race has entered a new phase, placing Xiaomi squarely in the spotlight. Once lauded for leveraging its smartphone expertise and positioned alongside Huawei as a key force...

Thursday 25 September 2025

Apple CEO visits Japan amid critical challenges in the market

Apple CEO Tim Cook arrived in Japan on September 23, 2025, marking his first official visit since December 2022. During this trip, Cook is expected to visit the newly renovated Apple...

Thursday 25 September 2025

Regulatory pressure fuels Europe’s rapid EV uptake

After months of sluggish demand, Europe's car market finally posted a sign of recovery in August 2025 — a hopeful signal driven...

Thursday 25 September 2025

XPeng Motors enters South Korea as EV market competition intensifies

Chinese electric vehicle (EV) manufacturer XPeng Motors has officially announced its entry into the South Korean market and completed the establishment of a local subsidiary.

Thursday 25 September 2025

China builds a multi-track lithography push

Shenzhen-based Wonder Sight has launched its first domestically developed high-precision stepper lithography machine, a milestone in...

Thursday 25 September 2025

Dongfeng-Huawei talks point to new blueprint for China's high-end EV market

Unveiled Dongfeng Motor chairman Yang Qing met with Huawei founder Ren Zhengfei and rotating chairman Eric Xu in Shenzhen on September 22, 2025, according to the automaker's official...

Thursday 25 September 2025

Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5

Samsung and SK Hynix are accelerating DRAM wafer production as demand rebounds and prices climb, while China's CXMT falls behind in the DDR5 transition, limiting its ability to compete...

Thursday 25 September 2025

GlobalFoundries teams with Zensemi on 40nm tech for China's auto chip market

GlobalFoundries (GF), the world's fifth-largest foundry, unveiled its latest strategy for the China market at a technology summit held in Shanghai on September 24, 2025. The company...

Thursday 25 September 2025

Samsung eyes US launch for tri-fold smartphone, signaling strategy shift

Samsung Electronics is anticipated to unveil its tri-fold smartphone by the end of 2025, with reports suggesting it may be launched in the US market. South Korean media suggest the...

Wednesday 24 September 2025

HTC bets on AI glasses, but strategy shows little edge against Meta and Google

Following the surge in demand for AI glasses driven by the Meta/Ray-Ban partnership, competition has intensified this year as new players enter the field. In early September 2025,...

Wednesday 24 September 2025

Commentary: Analyzing Nvidia's crisis defusing strategy amid the AI bubble storm

Nvidia's recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the "center of the AI bubble...

Wednesday 24 September 2025

China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec

The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...

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