Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 30 October 2025

Lite-On projects double growth in 4Q25, eyes full-year rebound

Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The...

Thursday 30 October 2025

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...

Thursday 30 October 2025

Samsung 3Q25 profit surges on AI chip demand, beats estimates

Samsung reported consolidated revenue of KRW86.1 trillion (US$59.8 billion) and operating profit of KRW12.2 trillion for the quarter ended September 30, 2025, beating both its own...

Thursday 30 October 2025

China's 15th Five-Year tech doctrine to tilt global industry balance

China's next phase of technology strategy is injecting fresh uncertainty into global supply chains, signalling a new round of strategic...

Thursday 30 October 2025

Commentary: China's JCET bets on AI to challenge global packaging giants

Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center...

Thursday 30 October 2025

Jensen Huang kills three birds with one stone at GTC DC

Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology...

Thursday 30 October 2025

JCET unveils Singapore blueprint for next-gen semiconductor packaging

Rising demand for AI, 5G, and high-performance computing (HPC) chips is turning advanced packaging into a key front in the semiconductor race. China's largest OSAT provider and the...

Thursday 30 October 2025

Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone

Taiwanese power solutions leader Asian Power Devices Inc. (hereafter "APD") officially inaugurated its new factory on October 29 at Thang Long Industrial Park in Phu...

Thursday 30 October 2025

Texas Instruments sees 50% YoY data center growth amid signs of slower recovery

As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...

Thursday 30 October 2025

Glass substrates edge toward prime time in PCB and chip packaging sector

As Moore's Law nears its physical and commercial limits, advanced packaging has become the new battleground defining the evolution of...

Thursday 30 October 2025

Taiwan's 1H25 drone exports surge sevenfold as EU certification hurdles persist

Taiwan's drone exports surged sevenfold in the first half of 2025, with Europe emerging as the largest destination. However, industry experts note that the main challenge for Taiwanese...

Thursday 30 October 2025

Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs

The race is heating up. Two of China's top autonomous-driving firms — Pony AI Inc. (Pony.ai) and WeRide Inc. (WeRide) — have filed to go public on the Hong Kong Stock...

Wednesday 29 October 2025

BYD reignites price war after smart driving campaign fails to spark demand

After dominating China's first wave of electric vehicle (EV) adoption, BYD is shifting its focus in 2025 from electrification to intelligent...

Wednesday 29 October 2025

WPG launches smart warehousing to strengthen semiconductor supply chain services

In response to the surge in AI- and HPC-driven market demand, WPG Holdings' board of directors has approved an adjustment to its investment structure to further advance its semiconductor...

Wednesday 29 October 2025

Apple's foldable shadow looms over the market Samsung built

The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...

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