Global supply chain: China market

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IN THE NEWS

Thursday 12 June 2025

TsangYow sees boom from surging used car market in US

Leading transmission system manufacturer TsangYow is optimistic about growth momentum in 2025, benefitting from soaring used car prices in the US and gains from its expansion into...

Thursday 12 June 2025

Chinese MCU providers pivot to humanoid robots amid genAI boom

As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid...

Thursday 12 June 2025

How the US is targeting China's chip ambitions at the design source

In the escalating battle over semiconductor supremacy, the United States has struck at the brain of China's chip industry—its design software.

Thursday 12 June 2025

China rolls out AI chip design system 'Qimeng' to cut reliance on US EDA tools

The Chinese Academy of Sciences (CAS) has introduced an AI-driven chip design system named "Qimeng" ("Enlightenment"), signaling a major move in China's drive to accelerate semiconductor...

Thursday 12 June 2025

GEM sees May revenue decline amid China holidays, US tariff uncertainty

GEM Terminals (GEM) reported consolidated revenue of NT$248 million (approx. US$8.28 million) for May 2025, marking a 23.06% year-over-year drop and an 8.62% decline from April. The...

Thursday 12 June 2025

Taiwan's Laster Tech eyes H2 boost from China's auto stimulus, Tesla Model Y deliveries

Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from...

Thursday 12 June 2025

Hota Industrial gears up for CoWoS inspection machine shipments in 2Q26

Hota Industrial Manufacturing chairman David Shen is navigating a series of market variables, from tariffs to exchange rates. While Hota has been largely unaffected by tariffs, the...

Wednesday 11 June 2025

DDR4 crunch sends prices soaring 50%

Memory manufacturers are reducing production capacity for older processes, driving DDR4 prices to skyrocket. Although Samsung Electronics' last buy order (LBO) for DDR4 was originally...

Wednesday 11 June 2025

Europe solar power developer eyes Taiwan as regional expansion hub

Taiwan's renewable energy market has experienced rapid development in recent years, drawing substantial investment from international firms. Adam Pegg, Chief Operating Officer for...

Wednesday 11 June 2025

Taiwan-Korea alliance targets semiconductor materials dominance

PCB wet process equipment and semiconductor materials agent Ampoc recently announced a strategic technical partnership with South Korean semiconductor materials leader DCT Material...

Wednesday 11 June 2025

Dongfeng Nissan N7 hot sell drives supply chain recovery, revives Taiwan's Hiroca amid market uncertainty

The Dongfeng Nissan N7 electric sedan has sold over 17,000 units as of May 2025—just one month after launch—defying fierce competition from Chinese EV makers. The model's...

Wednesday 11 June 2025

Taiwan's BTL sees opportunity as US FCC bans China-funded labs from device testing

Taiwan-based testing and certification firm BTL said it expects to benefit from a recent decision by the US Federal Communications Commission (FCC) to ban certain China-funded laboratories...

Wednesday 11 June 2025

Google's AR comeback: Project Aura marries dual-chip design with native 6DoF precision

Google has reentered the smart glasses arena with Project Aura, an AR headset co-developed with Chinese firm Xreal and powered by Qualcomm...

Wednesday 11 June 2025

Automotive supplier Kian Shen balances growth investments with market uncertainties

Kian Shen Corporation has in recent years become one of the most profitable subsidiaries of its parent, Yulong Motor Group. Beyond benefiting from support from across the corporate...

Wednesday 11 June 2025

Xiaohongshu enters open-source AI arena with dots.llm1 model launch

Xiaohongshu—internationally branded as RedNote—has officially entered the open-source AI landscape, joining a surge of Chinese...

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