Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 12 December 2025

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server...

Friday 12 December 2025

Phison sets 3 supply strategies amid NAND shortage and wafer price surge

Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...

Friday 12 December 2025

Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers...

Friday 12 December 2025

Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...

Friday 12 December 2025

Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC)...

Friday 12 December 2025

PCL Technologies eyes data center boom with AI-driven optical interconnects

Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements...

Friday 12 December 2025

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...

Friday 12 December 2025

EU review of zero-emission car policy sparks clash over Europe’s auto future

The European Union's high-stakes climate battle is approaching a decisive moment. The European Commission is preparing to review its...

Friday 12 December 2025

Huawei, Samsung, and Apple escalate race for next-generation foldable smartphones

Competition in the foldable smartphone market is accelerating as Huawei, Samsung Electronics, and Apple advance new device plans aimed at reshaping the high-end segment. Huawei has...

Friday 12 December 2025

AI server demand propels MLCCs into strategic role in passive components market

As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...

Friday 12 December 2025

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...

Friday 12 December 2025

China's transformer makers expand capacity in green energy upgrades

The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...

Friday 12 December 2025

Foldable phone shipments expected to grow 30% in 2026, with Apple capturing 20% share

Foldable phones are emerging as one of the rare growth areas in an otherwise stagnant global smartphone market. According to market research firm IDC, foldable devices are projected...

Friday 12 December 2025

LCD TV panel market defies 4Q25 slowdown on 2026 demand bets

As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...

Friday 12 December 2025

Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks

Taiwan's semiconductor supply chain, which produces over 60% of the world's chips, faces growing pressure to expand overseas amid rising geopolitical tensions. Gudeng Precision Industrial,...

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