Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 17 July 2025

H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...

Thursday 17 July 2025

H20 reenters China: lifeline for AI startups, blow to GPU sovereignty

Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...

Thursday 17 July 2025

Nvidia's Jensen Huang discusses AI, China's tech influence, and personal tech preferences

During an extended Nvidia media briefing in China after the China International Supply Chain Expo, CEO Jensen Huang addressed US-China trade relations and China's rising tech influence...

Thursday 17 July 2025

China's chip elite pivots to ADAS amid EV compute saturation

China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems...

Thursday 17 July 2025

Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang

On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...

Thursday 17 July 2025

Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets

Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...

Thursday 17 July 2025

Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing

The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...

Thursday 17 July 2025

Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing...

Thursday 17 July 2025

Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?

In a strategic move to disrupt the duopoly of Synopsys and Cadence in the electronic design automation (EDA) market, Siemens is reportedly launching an intellectual property (IP)...

Thursday 17 July 2025

China's Wingtech reboots C-suite as it doubles down on semiconductors

Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics...

Thursday 17 July 2025

Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?

While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...

Thursday 17 July 2025

What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor

Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered...

Wednesday 16 July 2025

LG enters hybrid bonding tool race, challenging Samsung and Hanwha

LG Electronics is making a bold push into the high-end semiconductor equipment market, setting its sights on hybrid bonding (HB) tools, critical for producing next-generation high-bandwidth...

Wednesday 16 July 2025

Geely's US$2.4 billion Zeekr buyout kickstarts China's EV brand consolidation wave

Geely Automobile Holdings Limited has agreed to fully acquire Zeekr, its high-end electric vehicle brand, in a US$2.4 billion deal aimed at consolidating operations and sharpening...

Wednesday 16 July 2025

As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags

In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....

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