Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 21 July 2025

Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound

Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...

Monday 21 July 2025

Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead

As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...

Monday 21 July 2025

Synopsys closes US$35B Ansys deal to create unified chip-to-system design powerhouse

Synopsys has finalized its US$35 billion acquisition of Ansys, uniting two global leaders in electronic design automation (EDA) and multiphysics simulation. The deal closed shortly...

Sunday 20 July 2025

Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant

Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...

Sunday 20 July 2025

China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions

China's Ministry of Commerce recently announced new export restrictions on "battery cathode material preparation technologies," along with five lithium refining technologies and overseas...

Sunday 20 July 2025

Tesla ignites three-row EV showdown in China

Tesla is reinforcing its presence in China's electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned...

Saturday 19 July 2025

China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Saturday 19 July 2025

Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...

Saturday 19 July 2025

Nvidia explores SOCAMM deployment for next-gen AI systems

Nvidia is reportedly preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM...

Saturday 19 July 2025

SK Hynix retreats from China, pivots to homegrown DRAM growth

SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...

Saturday 19 July 2025

EmBestor bets on next-gen flash memory to drive 2H25 growth

EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete...

Friday 18 July 2025

Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction

As US-Taiwan negotiations over complete vehicle tariffs near conclusion, market speculation has intensified, especially around the possibility of a zero-percent tariff on American-made...

Friday 18 July 2025

SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...

Friday 18 July 2025

FWA has huge growth potential in Taiwan

Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge...

Friday 18 July 2025

US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

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