Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 8 August 2025

OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan

OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...

Friday 8 August 2025

'China for China' becomes new rulebook for Western chipmakers

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...

Friday 8 August 2025

Beijing's grand chip merger vision falters over clashing interests

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen...

Friday 8 August 2025

Nuvoton sees slower auto recovery, eyes growth in EV and battery management

Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the...

Friday 8 August 2025

SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness

SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...

Friday 8 August 2025

BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025

China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO

China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...

Friday 8 August 2025

CMMT expects market recovery after tariff and exchange rate fluctuations settle

The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...

Friday 8 August 2025

Chinese automakers slip through loopholes of Taiwan's EV barriers

Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...

Friday 8 August 2025

Non-AI workloads dominate data centers despite ChatGPT popularity

Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly...

Friday 8 August 2025

Hua Hong plays down tariff risks, cites limited exposure to US

Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...

Friday 8 August 2025

SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades

On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...

Friday 8 August 2025

Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up

Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...

Friday 8 August 2025

DDR4 price rally stalls as market shifts toward DDR5

Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...

Friday 8 August 2025

Samsung and LG vie for Hitachi's Japanese home appliance unit as South Korea and Japan join forces against Chinese competition

Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance...

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