Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 7 July 2025

Xiaomi's T1 follows Apple's lead in wearable chips: insights into architecture strategy

Since launching its T1 wearable chip in May 2025, Xiaomi has intensified competition in the smartwatch market, raising concerns among chip design partners. The move mirrors Apple...

Monday 7 July 2025

Humanoid robots accelerate development, expected to become a lifeline for South Korea's battery industry

Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea's major battery manufacturers LG Energy Solutions (LGES), SK On,...

Monday 7 July 2025

LG achieves growth despite declining TV demand

Amid falling TV demand and pandemic-driven high inventories, LG Electronics Taiwan president Kevin Jeong said the company aims to boost demand through product innovation and new business...

Sunday 6 July 2025

From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance

Apple and Xiaomi are doubling down on efforts to develop in-house 5G baseband chips, joining a race long dominated by tech heavyweights like Qualcomm and MediaTek. Both companies...

Sunday 6 July 2025

China floods solar market with record output as US considers tariffs on Chinese gear

China's solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy...

Sunday 6 July 2025

Baidu, Huawei spark open-source AI arms race

Baidu and Huawei announced the open-sourcing of their proprietary large language models (LLMs) on June 30, 2025, signaling a strategic shift in China's AI landscape. The move reflects...

Sunday 6 July 2025

China's humanoid robots cut out US chips, and 90% of the supply chain is now local

As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor...

Friday 4 July 2025

Japan's chip tool market to top JPY5 trillion in FY26 amid AI boom

The Japan Semiconductor Equipment Association (SEAJ) has updated its sales forecast for Japanese-made semiconductor manufacturing equipment over the next three fiscal years, projecting...

Friday 4 July 2025

With d-Mode GaN, Renesas seeks edge in high-power semiconductor market

Following its acquisition of US-based GaN pioneer Transphorm, Renesas Electronics is ramping up its ambitions in the wide-bandgap power semiconductor space. With a bold pivot away...

Friday 4 July 2025

Tesla halts Optimus robot production plans as hardware woes mount

Tesla has reportedly paused procurement and production plans for its humanoid robot, Optimus, due to unresolved hardware challenges, according to sources within China's supply chain...

Friday 4 July 2025

South Korea's 3D printing boom sparks fears of tech leaks to China

Many South Korean companies are turning to 3D printing to cut production costs, using the technology to manufacture products in critical sectors such as aerospace and defense, areas...

Friday 4 July 2025

Huawei's semiconductor matriarch charges forward with dual front: chips and talent

As US-China tech tensions intensify, Huawei is accelerating efforts to achieve technological independence after being added to the US Entity List in 2019. He Tingbo, president of...

Friday 4 July 2025

AOS to settle US export violation with US$4.25 miilion over Huawei shipments

Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted...

Friday 4 July 2025

OpenAI's chip strategy remains unclear as demand for customized functions stays vague

Amid speculation about its chip strategy, OpenAI has denied plans for large-scale use of Google's TPUs, saying it is only experimenting. The company aims to develop its own chips,...

Friday 4 July 2025

China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of...

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