Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 23 October 2025

Analysis: China's EV market awaits BMW's Neue Klasse in 2026

BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China,...

Thursday 23 October 2025

Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance

Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...

Thursday 23 October 2025

China's polarizer push leaves Taiwan rivals fighting for survival

China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...

Thursday 23 October 2025

ByteDance founder breaks silence with a return tied to AI strategy

First, it was Jack Ma, followed by Zhang Yiming. Since early 2025, the quiet reappearances of these two iconic Chinese tech founders have reignited public curiosity and debate, highlighting...

Thursday 23 October 2025

Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom

As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...

Thursday 23 October 2025

Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up

Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook...

Thursday 23 October 2025

Airbus expands in China as US export threats ground Boeing

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per...

Thursday 23 October 2025

Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy

Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device...

Thursday 23 October 2025

SK On's answer to China's battery sector ascent: high-nickel, high-voltage

As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to...

Thursday 23 October 2025

Tesla's record sales can't mask rising costs and delayed innovation

Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much...

Thursday 23 October 2025

Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration

Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability...

Thursday 23 October 2025

ByteDance's Doubao tops DeepSeek as China's leading AI app

ByteDance's large language model (LLM) Doubao (Cici) has quickly emerged as an unexpected front-runner in China's generative AI race....

Thursday 23 October 2025

As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected...

Thursday 23 October 2025

China's YMTC aims for fully local chip production, but can it deliver?

China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...

Thursday 23 October 2025

APD: Technology-Driven Innovation Powering Global Growth

In the fiercely competitive global power supply and renewable energy industries, Asian Power Devices Inc. (hereafter "APD") stands at the forefront of Taiwan's power sector. Backed...

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