Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 3 August 2025

Ex-Cambricon chip architect takes major step at new venture with major angel backing

Former Cambricon Technologies CTO Liang Jun has taken a significant leap with his new venture. On July 30, Shanghai Fangqing Technology...

Sunday 3 August 2025

Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030

Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...

Sunday 3 August 2025

The subscription car: Industry's next revenue frontier faces consumer revolt

The automobile is undergoing its most dramatic transformation since the assembly line. What was once a purely mechanical machine is rapidly evolving into a complex software-driven...

Sunday 3 August 2025

In China, the cars of the future come with monthly fees and friction

As automakers in Europe, the US, and China race toward smarter, software-defined vehicles, a new controversy is emerging across markets: the rise of in-car subscription fees. Nowhere...

Sunday 3 August 2025

Inpaq Technology opens new Penang plant to boost high-frequency antenna production

Inpaq Technology, part of PSA Walsin Technology, has officially launched a new advanced production facility in Penang, Malaysia, aimed at high-frequency antenna module manufacturing...

Saturday 2 August 2025

Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand

Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses,...

Saturday 2 August 2025

Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown

On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...

Friday 1 August 2025

BYD surpasses 1M BEV sales in 1H25, extends lead over Tesla in global and European markets

BYD has taken a commanding lead over Tesla in the global battery electric vehicle (BEV) market, reporting over 1.02 million units sold in the first half of 2025 — more than...

Friday 1 August 2025

Huawei's shadow fab (4): China's homegrown 'twin' exposure tool challengers

As the global semiconductor arms race intensifies, China's homegrown players are racing to localize critical chipmaking tools. One standout is Shanghai Yuliangsheng Technology Co.,...

Friday 1 August 2025

Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong

Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...

Friday 1 August 2025

UMT posts record revenue as low-Earth orbit satellite demand soars

Riding a wave of surging demand for low-Earth orbit (LEO) satellite communications, Universal Microwave Technology (UMT) posted record...

Friday 1 August 2025

Leadframe maker CWTC sustains growth momentum in 2Q25 despite currency headwinds

Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese leadframe manufacturer, demonstrated operational resilience in the second quarter of 2025, weathering currency headwinds...

Friday 1 August 2025

US sanctions stall CXMT's DRAM expansion, giving Samsung and SK Hynix breathing room

ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, is under renewed pressure as the US escalates export controls on advanced chipmaking equipment. The tightened...

Friday 1 August 2025

Trump's tariff war reshapes China's IC trade in 1H25

Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...

Friday 1 August 2025

Exclusive: Why Beijing's choice to target one battery tech and spares another is a strategic gamble?

China's government has recently imposed a series of export and overseas technology-transfer restrictions targeting lithium iron phosphate (LFP) cathode materials. Notably absent from...

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