Global supply chain: China market

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IN THE NEWS

Friday 23 May 2025

Taiwan electronics maker targets space communication as satellite market set to explode

Goldman Sachs Research forecasts the low-Earth orbit (LEO) satellite market will skyrocket from US$15 billion in 2024 to US$457 billion by 2035, driven by surging demand for non-terrestrial...

Friday 23 May 2025

XPeng rewrites mobility script with AI chips, robot pilots, and LiDAR-free autonomy

As AI foundation models embed deeper into vehicle system architecture, China's XPeng Motors is shifting from conventional car manufacturing to a full-stack AI mobility platform. Its...

Friday 23 May 2025

ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by...

Friday 23 May 2025

Chief Telecom's premium AI data center thrives on advanced specs and flexibility, defying high pricing

As AI applications continue to fuel surging demand for computing power, Taiwan-based internet data center (IDC) provider Chief Telecom is solidifying its differentiated market position...

Friday 23 May 2025

DeepSeek's next move? Wenfeng Liang stays silent on R2, releases V3 study instead

On January 20, 2025, China's DeepSeek unveiled its R1 model, marking a strategic breakthrough in the global race for large language models (LLMs). Spearheaded by founder Wenfeng Liang,...

Friday 23 May 2025

China's rare earth export restrictions choke key supply chains in Europe and the US

The recent tariff negotiations between the US and China have led to short-term concessions in some areas, but unresolved issues continue to tighten the noose on global supply chains...

Friday 23 May 2025

Nvidia bets on Taipei, but can Taiwan deliver?

As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that...

Friday 23 May 2025

Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth

Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute...

Friday 23 May 2025

Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit

Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating...

Friday 23 May 2025

Seetel establishes firm presence in energy storage AFC market in Taiwan, eyes international expansion

Seetel New Energy is a Taiwan-based battery and energy storage solutions provider whose business covers lithium battery manufacturing, smart EMS (energy management system), EPC (engineering,...

Friday 23 May 2025

Jensen Huang joins Trump in the Middle East—Nvidia's real AI agenda goes global

While reporters gathered at Taipei's Songshan Airport on May 12 hoping to spot Nvidia CEO Jensen Huang, he was already in the Middle East, accompanying US President Donald Trump on...

Friday 23 May 2025

The one rival Jensen Huang won't ignore in 2025

In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip...

Friday 23 May 2025

Qualcomm eyes Arm revenge in the AI era

In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven...

Friday 23 May 2025

SK Hynix System IC reportedly offers generous incentives for transfer to China JV amid intense competition

According to iNews24 and SE Daily, SK Hynix System IC, the 8-inch foundry subsidiary of SK Hynix, is urging employees in both South Korea and China to transfer to...

Friday 23 May 2025

Tariffs may bring new opportunities for smart vehicle development, says TÜV Rheinland

Amid the growing trend toward connected, autonomous, shared, and electrification (CASE) in the automotive industry, vehicles are now much more than simply mechanical products but...

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