Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 4 September 2025

China's SiC substrate industry faces setback, seeks strategic pivot

In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...

Thursday 4 September 2025

Acer targets AI inference market with new launches partnered with MediaTek and Nvidia

Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global...

Thursday 4 September 2025

Hermes Testing expands probe solution business amid AI-driven semiconductor demand

Hermes Testing, a testing solutions provider under Hermes Epitek, is leveraging its machine engineering services and customized equipment manufacturing to address growing demand in...

Thursday 4 September 2025

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption...

Thursday 4 September 2025

Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race

The generative AI surge is accelerating at record pace, with computing power emerging as the decisive asset. As advanced AI chips grow scarce under tightening export controls, China...

Thursday 4 September 2025

Unlikely alliance launches US$24M push into Taiwan’s robotics market

A surprising new alliance is disrupting Taiwan's robotics and unmanned vehicle industry. A veteran food manufacturer, a key supplier to TSMC, and a leading machinery firm have joined...

Thursday 4 September 2025

China's new electric bike standard takes effect, driving trade-in boom

The electric bike market in China has entered a new phase. Starting September 1, the mandatory national standard "Safety Technical Specification...

Thursday 4 September 2025

Nextlink buys Renova Cloud to enter Vietnam’s cloud market

Taiwan-based Far EasTone Telecommunications (FET) is strengthening its international and cloud strategy through its cloud business, Nextlink. FET has announced it has signed a 100%...

Thursday 4 September 2025

Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy

Wolfspeed's recovery from bankruptcy protection remains uncertain, with core problems expected to extend beyond its anticipated year-end exit. The US power semiconductor firm is struggling...

Thursday 4 September 2025

Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips

With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek...

Thursday 4 September 2025

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...

Thursday 4 September 2025

China’s AI server market surges to US$22B, set to top US$100B by 2029

China is ramping up efforts to build an integrated nationwide computing network as the global race for artificial intelligence (AI) intensifies. The State Council's "AI+" strategy...

Wednesday 3 September 2025

Global smartphone, 2Q 2025

Global smartphone shipments reached 292.5 million units in the second quarter of 2025, and shipments are estimated to decrease by 0.4% year-over-year in the third quarter.

Wednesday 3 September 2025

China's Ubtech secures US$1B Infini Capital deal to build Middle East super factory

Chinese humanoid robotics company Ubtech Robotics has secured a US$1 billion strategic partnership with Infini Capital, highlighting...

Wednesday 3 September 2025

Etron chair optimistic about US Section 232 investigation results

Nicky Lu, chairman of Etron Technology, stated that the global semiconductor industry is expected to grow from US$300 billion in 2010 to US$2 trillion by 2040. Meanwhile, system applications...

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