Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 20 October 2025

Micron exits China data center market amid policy restrictions

Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according...

Monday 20 October 2025

Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry

DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview,...

Monday 20 October 2025

Tim Cook shifts focus from supply chain to connecting with China's Gen Z

Apple CEO Tim Cook received a custom Labubu during his recent visit to China, where he met with Pop Mart founder Wang Ning and Labubu creator Kasing Lung. This meeting has sparked...

Monday 20 October 2025

TSMC sees strong AI chip demand as GPU, ASIC orders surge

All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...

Monday 20 October 2025

Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth...

Monday 20 October 2025

From Brussels to Beijing, new rules threaten global auto supply chain stability

The world's three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn...

Sunday 19 October 2025

Foxconn relaunches energy arm to target China's energy storage market

Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will...

Sunday 19 October 2025

Behind the silicon curtain, China's tech illusion unravels

China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside...

Sunday 19 October 2025

JVs reclaim ground in China's auto market as local EV makers falter

China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers...

Saturday 18 October 2025

Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising...

Saturday 18 October 2025

Vivo X300 reveals shift from hardware alliances to AI ecosystems among Chinese smartphone brands

Vivo has launched its X300 flagship series and the upgraded OriginOS 6 operating system, marking a milestone in research and innovation as the company enters its 30th anniversary...

Saturday 18 October 2025

Huawei's Taiwan wearable sales grow 50% in AI-powered comeback

On October 16, 2025, Huawei launched several new products in Taiwan, including the WATCH GT 6 Pro, GT 6, and FreeBuds SE 4 ANC. Yong Hai, general manager of Xunwei Technology, Huawei's...

Friday 17 October 2025

Garmin expands Taiwan investment amid record 2Q25 revenue

Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year...

Friday 17 October 2025

Micron's alleged China exit signals accelerating G2 chip decoupling

Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two...

Friday 17 October 2025

New BIS rules may force Wingtech to cut Nexperia stake

China's Wingtech is grappling with an unprecedented crisis after the Dutch government seized control of its subsidiary Nexperia. In a stunning triple blow, Nexperia's Chinese CEO,...

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