Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 28 August 2025

Taiwan smartphone market gains momentum from new product launches in July

Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units...

Thursday 28 August 2025

Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge

PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...

Thursday 28 August 2025

South Korea emerges as drone industry contender amid de-China trends

As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers,...

Thursday 28 August 2025

EU seeks US tariff cuts, but may come with regulatory price

The European Union (EU) is seeking to reduce tariffs on vehicles exported to the US, aiming to lower the rate to 15%. However, to secure...

Thursday 28 August 2025

US expands Section 232 to e-bikes, but Merida sees limited impact

The Trump administration announced on August 18 the addition of 407 product categories to the list of "derivative" steel and aluminum products covered by Section 232 of the US Trade...

Thursday 28 August 2025

From private cloud to private AI: VMware targets next AI goldmine

Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after...

Thursday 28 August 2025

Mexico to raise tariffs on Chinese goods, aligning with US trade agenda

Mexican President Claudia Sheinbaum is preparing to raise tariffs on a wide range of Chinese imports in her 2026 federal budget proposal,...

Thursday 28 August 2025

Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025

Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown

In 2013, at China's Annual Economic Person of the Year awards, Xiaomi founder Lei Jun publicly wagered with Gree Electric Appliances chairwoman Dong Mingzhu that if Xiaomi's revenue...

Thursday 28 August 2025

Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios

As the consumer electronics market matures, leading companies are exploring new growth by entering each other's sectors. Recently, DJI Technology, Insta360, and Dreametech have expanded...

Thursday 28 August 2025

SpeedTech anticipates AI server connectors to boost revenue in 2025

Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...

Thursday 28 August 2025

Huawei Cloud overhauls business unit, reportedly eliminates PanGu division in profit push

Huawei Cloud has launched a sweeping restructuring as it seeks to halt losses and return to profit, with people familiar with the matter saying the overhaul includes scrapping the...

Thursday 28 August 2025

Hesai wins CSRC approval for Hong Kong IPO after turning quarterly profit

Hesai Group, the world's top LiDAR maker, has filed with China's securities regulator to pursue a secondary listing in Hong Kong. The...

Thursday 28 August 2025

Nvidia warns on China H20 sales, clarifies Singapore billing

Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results

Thursday 28 August 2025

Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook

Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...

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