Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 October 2025

Commentary: Lessons from Arm China and Nexperia’s unraveling

Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological...

Wednesday 29 October 2025

Chinese panel makers' low prices win over shipments but lose out on revenue

Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...

Wednesday 29 October 2025

Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook

Samsung Electronics has secured the foundry order for Tesla's AI5 chip, following its earlier win of the next-generation AI6 chip contract. Some industry observers believe this reflects...

Wednesday 29 October 2025

Hanmi eyes AI chip packaging amid HBM market challenges

Hanmi is expanding beyond its leading position in high-bandwidth memory (HBM) bonding equipment to enter the system semiconductor equipment sector, driven by growing demand and technological...

Wednesday 29 October 2025

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

Wednesday 29 October 2025

Europe's aerospace giants unite to challenge SpaceX's Starlink

Determined not to let SpaceX's Starlink dominate the fast-growing market for low-Earth-orbit (LEO) satellite communications, Airbus, Thales, and Leonardo — three of Europe's...

Wednesday 29 October 2025

LCD supply chain shift to Vietnam, but still lags behind China

Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...

Wednesday 29 October 2025

CPCA Show Plus 2025: China's PCB industry rallies around the AI boom

The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers...

Wednesday 29 October 2025

Samsung to limit tri-fold smartphone launch to Asia, excludes US market

Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected...

Wednesday 29 October 2025

International firms join Taiwan supply chain to launch AI accelerator platform

To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan...

Wednesday 29 October 2025

SK Hynix's AI hot streak: record earnings, HBM4 next

SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...

Wednesday 29 October 2025

Huawei Cloud on the back foot in China's AI race

Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking...

Wednesday 29 October 2025

Column: How China's rare earth chokehold is reshaping the global tech landscape

In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing.

Wednesday 29 October 2025

Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly

As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...

Wednesday 29 October 2025

Taiwan’s Joules Miles powers up for the satellite-drone era

Taiwanese lithium battery module maker Joules Miles (JMS) is positioning itself for long-term growth in emerging aerospace and unmanned aerial vehicle (UAV) markets, betting on the...

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