Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 13 August 2025

China's chip equipment spending surges in 1H25, defying global downturn

China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...

Wednesday 13 August 2025

Sun Yad to buy majority stake in Y-S Electronics in strategic move

Sun Yad Industry announced plans to acquire a 34.76% stake in Y-S Electronics for approximately NT$295 million (approx. US$9.82 million), aiming to strengthen its market position...

Wednesday 13 August 2025

Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI

The trend of integrating generative artificial intelligence (Gen AI) applications into edge AI (Edge AI) is gaining momentum. More Edge AI systems are providing intelligent applications...

Wednesday 13 August 2025

China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

Wednesday 13 August 2025

Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum

Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...

Wednesday 13 August 2025

Humanoid robots gain momentum, but hardware costs hold back mass adoption, says DIGITIMES

When Nvidia framed the next wave of AI as "physical AI," it helped ignite a surge of interest in humanoid robots, accelerating development efforts worldwide. Yet, according to DIGITIMES'...

Wednesday 13 August 2025

Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company...

Wednesday 13 August 2025

Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties

Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help...

Wednesday 13 August 2025

US export levy targeting Nvidia and AMD may expand to other semiconductor firms

The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...

Wednesday 13 August 2025

AI startup Perplexity makes $34.5 Billion bid for Google's chrome browser

AI startup Perplexity made a formal offer to acquire Google's Chrome browser for US$34.5 billion, an audacious bid to get ahead of a potential requirement for the search giant to...

Wednesday 13 August 2025

Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025

At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both...

Wednesday 13 August 2025

Micron walks away from China's mobile NAND market, opening doors for rivals

Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...

Wednesday 13 August 2025

Taiwan optics maker wins orders, US robotics deals in AI and automotive lenses

Taiwan-based optical imaging manufacturer Ability Enterprise is riding a wave of positive developments, with major strides in robotics and optical imaging technology, new global partnerships,...

Wednesday 13 August 2025

Trump’s 15% Nvidia chip levy hints at new trade game

US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...

Wednesday 13 August 2025

Why Taiwanese tech giants pour record funds into US AI server hubs

Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics

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