Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 22 October 2025

OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance

OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...

Wednesday 22 October 2025

Sanyang eyes 2026 Taiwan market rebound, targets 1 million global scooter sales by 2027

Sales in Taiwan's scooter market may drop by about 5% in 2025, but are expected to recover in 2026, according to Sanyang Motor chairman Ching-yuan Wu during an interview on October...

Wednesday 22 October 2025

China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up...

Wednesday 22 October 2025

China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market

The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's...

Wednesday 22 October 2025

Huawei's AI redemption: Richard Yu rallies global talent after PanGu fallout

As the US-China AI rivalry heats up, Huawei Executive Director and Chairman of the Board of Directors of the Consumer BG, Richard Yu, has announced a "Global Top AI Talent Recruitment...

Wednesday 22 October 2025

China's genAI users double in 1H25 amid domestic dominance

China's generative artificial intelligence (AI) sector experienced rapid expansion in the first half of 2025, with the number of generative AI users reaching 515 million, representing...

Wednesday 22 October 2025

China's TV sales slump as subsidies fade ahead of holiday season

China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...

Wednesday 22 October 2025

PSMC narrows loss despite memory market tightness and cautious IT demand

Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins,...

Wednesday 22 October 2025

Texas Instruments trims production, tightens focus for a measured recovery

In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...

Wednesday 22 October 2025

Texas Instruments outlook signals continued market weakness

On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...

Wednesday 22 October 2025

The Packaging Pivot Driving AI Chip Performance

Artificial intelligence (AI) is reshaping the semiconductor landscape-both as a fast-growing end market and as a catalyst for innovation across mobile, automotive, networking,...

Wednesday 22 October 2025

Blockchain Integration Reshapes Mobile Gaming Platforms

Blockchain technology is steadily reshaping mobile gaming, introducing new systems for payments, fairness and transparency. As decentralized finance expands into consumer services,...

Wednesday 22 October 2025

Analysis: Samsung reclaims memory crown but what about its foundry?

Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...

Wednesday 22 October 2025

GenAI gives China’s smartphone market a surprise rebound

China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...

Wednesday 22 October 2025

Server maker sees no AI bubble amid rising AI computing demand

ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...

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