CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Wednesday 13 August 2025
Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
Wednesday 13 August 2025
Two Chinese robot firms join Nvidia to drive ‘physical AI’ boom
As AI shifts from the "information space" into the physical world, China's leading robotics firms Unitree Robotics and Beijing Galbot are strengthening ties with Nvidia to speed the...
Wednesday 13 August 2025
IPO wave puts China's humanoid robot industry to the test
China's humanoid robot industry is entering a rapid commercialization phase, with IPO pipelines expanding and capital inflows surging, as domestic manufacturers intensify competition...
Wednesday 13 August 2025
TSMC adds US$10B to US subsidiary in strategic forex hedge
Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase...
Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
Wednesday 13 August 2025
Tariffs up, but China still commands the EV battery high ground
US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing's market dominance, but soaring short-term demand from the electric vehicle (EV)...
Wednesday 13 August 2025
China’s No. 3 automaker and Huawei tighten ties in global EV race
Huarong Zhu, the newly appointed chairman of China Changan Automobile Group (CCAG), visited Shenzhen and met with Huawei founder Zhengfei Ren. The two exchanged views on industry...
Tuesday 12 August 2025
Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

Tuesday 12 August 2025
2025 World Robot Conference sees record humanoid robot participation
The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest...
Tuesday 12 August 2025
US tariffs hit Coretronic's projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology...
Tuesday 12 August 2025
Micron reportedly trims China workforce, focusing on R&D and support functions
Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical...
Tuesday 12 August 2025
Ennostar names new chairman, focuses on 3+1 high-value applications for breakthrough
The board of directors at Ennostar Inc. has approved a significant personnel decision. Starting October 1, 2025, incumbent Lextar Electronics chairman Patrick Fan will assume the...
Tuesday 12 August 2025
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as...
Tuesday 12 August 2025
Panel makers cautious about 3Q25 as early stocking affects demand
Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...