Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 14 August 2025

CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'

As South Korean battery manufacturers officially launch mass production plans for lithium iron phosphate (LFP) batteries, Chinese battery companies are already prepared to make significant...

Thursday 14 August 2025

Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models

Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter...

Thursday 14 August 2025

E-paper makers post record 2Q as color upgrade wave powers E Ink, Netronix

Global e-paper demand surged in the second quarter of 2025, delivering the strongest Q2 on record for the industry. Early inventory replenishment,...

Thursday 14 August 2025

Taiwan tech supplier enters defense sector via counter-drone systems

Taiwanese electrical parts manufacturer Cub Elecparts announced on August 11 that it will partner with an international defense technology company to officially enter the counter-drone...

Thursday 14 August 2025

Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Taiwan's automotive aftermarket (AM) suppliers are enjoying record revenues on the back of strong US demand, but the appreciation of...

Thursday 14 August 2025

Gemtek experienced a 51.5% drop in revenue in July, citing ongoing challenges with its transition

Networking equipment manufacturer Gemtek reported a significant drop in revenue for July 2025 and the first half of the year due to strategic changes in its business model. The company's...

Thursday 14 August 2025

Taiwan's Fitipower eyes PMIC expansion as DDI market softens

Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...

Thursday 14 August 2025

Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues

Synnex Technology International Corp. reported a 7% decrease in revenue for the second quarter of 2025, largely due to unfavorable exchange rates and a substantial provision for accounts...

Thursday 14 August 2025

Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities

With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...

Thursday 14 August 2025

Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban

Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...

Thursday 14 August 2025

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...

Thursday 14 August 2025

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...

Thursday 14 August 2025

Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics

Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...

Thursday 14 August 2025

Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry

Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources....

Thursday 14 August 2025

GMT warns of slower 2H25 growth as tariff uncertainty persists

Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...

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