Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 13 July 2025

China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans

China plans to build at least 39 data centers in the desert regions of Xinjiang and Qinghai, outfitted with over 115,000 Nvidia H100 and H200 GPUs. These advanced chips have been...

Sunday 13 July 2025

Top Bright's 1+3 strategy drives growth as HVLP5+ copper foil set for 4Q25 mass production

The stability of the weighing scale market and increasing investment in its new materials business have allowed Top Bright to yield positive results. During the company's earnings...

Saturday 12 July 2025

Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs

Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.

Saturday 12 July 2025

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...

Saturday 12 July 2025

Hyundai weighs 3rd EV factory in Europe to bypass tariffs, build local edge

Hyundai Motor is considering the construction of a third electric vehicle (EV) plant in Europe as part of its broader strategy to capitalize on the region's EV recovery and offset...

Friday 11 July 2025

AI boom offsets EV slump as Disco raises quarterly forecast

Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...

Friday 11 July 2025

AI-powered NPU race spurs growth for test interface companies

As the global smartphone application processor market undergoes a major shift toward AI-driven performance, chip giants like MediaTek and Qualcomm are ramping up efforts to dominate...

Friday 11 July 2025

How Taiwan's EMS evolved (2): Resilience and regionalized supply chains

As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic...

Friday 11 July 2025

US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...

Friday 11 July 2025

China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions

China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates...

Friday 11 July 2025

Korean carmakers prepare for Trump tariff-led price surge

Japanese and South Korean automakers are beginning to pass rising trade costs onto American consumers as hopes for a swift resolution to tariff negotiations with the US continue to...

Friday 11 July 2025

Taiwanese DDI makers report June revenue declines amid currency and policy challenges

Several leading Taiwanese display driver IC (DDI) manufacturers reported notable revenue declines for June, highlighting ongoing market headwinds as early demand surges from the first...

Friday 11 July 2025

Vietnam accelerates export diversification as US tariffs take effect

Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...

Friday 11 July 2025

IBM's business in China remains strong and commits to continued growth for next 40 years

As the US-China trade war intensifies, American businesses in China become increasingly uncomfortable. IBM announced massive layoffs in China and closed its Beijing R&D center,...

Friday 11 July 2025

China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing...

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