Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 1 November 2025

Taiwan analytics firm wins Canadian telecom deal, marking North American debut

Taiwan's mobile data analytics firm Groundhog Technologies has successfully entered the North American market in the fourth quarter of 2025 by securing a contract with a leading Canadian...

Friday 31 October 2025

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

Column: How Taiwan recyclers gain from China's rare earth curbs?

China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery...

Friday 31 October 2025

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's...

Friday 31 October 2025

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...

Friday 31 October 2025

What US-China trade breakthrough was reached in Busan?

US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between...

Friday 31 October 2025

BYD profit plunges 33% as China EV price war squeezes margins

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price...

Friday 31 October 2025

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...

Friday 31 October 2025

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...

Friday 31 October 2025

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...

Friday 31 October 2025

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...

Friday 31 October 2025

Trump-Xi Busan deal pauses G2 trade war, but doubts linger

In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight...

Friday 31 October 2025

CHPT eyes 2026 US orders amid slight 4Q25 revenue dip

Chunghwa Precision Test Tech (CHPT) expects a mild seasonal decline in overall operations for the fourth quarter of 2025, with revenues dipping slightly from the third quarter of...

Friday 31 October 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...

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