Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 2 October 2025

LG Electronics posts growth in Taiwan despite weak consumer electronics demand

Amid tariff pressures and inflation, overall consumer market purchasing power has softened. However, LG Electronics continues to see strong shipments across multiple product lines,...

Thursday 2 October 2025

ODM shifts to server demand as 4Q25 consumer market weakens

Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.

Wednesday 1 October 2025

Notebook shipment update, August 2025

Driven by seasonal stocking momentum and rush orders, the combined shipments of the top five notebook brands increased by over 13% month-on-month in August.

Wednesday 1 October 2025

US generals warn China poses top space threat, say Beijing developing orbital 'kill chain'

Senior US Space Force generals warned that China has become the nation's top threat in space, rapidly expanding its orbital military...

Wednesday 1 October 2025

Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short

Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades...

Wednesday 1 October 2025

DDR4 price surge pressures IPCs to transition to DDR5

The global market for key components has recently seen another wave of price fluctuations. Memory products are experiencing especially significant increases, impacting the industrial...

Wednesday 1 October 2025

Hotai Motor expects strong Q4 despite lingering market uncertainty

Despite ongoing uncertainty in Taiwan's auto market and a slower-than-expected recovery in showroom traffic, Hotai Motor Co. remains cautiously optimistic about achieving its full-year...

Wednesday 1 October 2025

OpenAI posts US$7.8b operating loss despite US$4.3b revenue in 1H25

OpenAI's revenue in the first half of 2025 reached US$4.3 billion, already surpassing its full-year 2024 revenue. However, due to persistently high R&D expenditures, the company...

Wednesday 1 October 2025

China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD

Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...

Wednesday 1 October 2025

Trump, Xi talk 'tech truce' as Oracle takes over TikTok's US future

US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called "very productive" and " very good ." The call has sparked...

Wednesday 1 October 2025

Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation

In recent years, the automotive industry has shifted from traditional mechanical manufacturing to a new era of intelligence and connectivity. The introduction of technologies such...

Wednesday 1 October 2025

Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday

Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.

Wednesday 1 October 2025

Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips

Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...

Wednesday 1 October 2025

Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role

Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply...

Wednesday 1 October 2025

China's EDA shake-up: Primarius to absorb ACTT, Naneng Micro in test of industry scale-up

China's electronic design automation (EDA) sector is seeing another significant M&A move. Primarius Technologies, a listed EDA firm,...

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