Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 22 September 2025

Nvidia-Intel US$5B deal shakes up chip industry and puts TSMC on edge

Nvidia and Intel's new partnership is reshaping the global semiconductor landscape and raising questions about how it could influence...

Monday 22 September 2025

iPhone 17 preorders surge past iPhone 16, sparking Apple's biggest upgrade wave since 2021

Apple's iPhone 17 is now on shelves worldwide, and early preorder data points to a surge in demand compared with last year's iPhone 16 series. What's striking is that momentum is...

Monday 22 September 2025

Apple’s iPhone 17 Air opens a new test for Luxshare and Foxconn

Apple's iPhone 17 series has arrived to kick off the next global upgrade cycle, with early sales showing healthy traction. Preorders...

Monday 22 September 2025

Research insight: BYD reinvents itself as a global EV powerhouse

At the recently concluded IAA Mobility auto show in Munich, BYD, China's electric vehicle giant, outlined its roadmap for solidifying...

Monday 22 September 2025

Carmakers squeezed as profits plunge 55%, China bucks the trend

As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from...

Monday 22 September 2025

Clevo adapts 'blue ocean' strategy to drive sequential notebook shipment growth in 2H25

Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo's hopes for sequential quarterly...

Monday 22 September 2025

India roundup: Will foldable iPhones be made in India?

Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful...

Sunday 21 September 2025

Huawei patents SiC cooling tech to power next-gen AI chips

Huawei has disclosed two new patents in China targeting advanced cooling solutions for AI chips, highlighting the rising urgency around thermal management as chip power consumption...

Sunday 21 September 2025

Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom

NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...

Sunday 21 September 2025

China's Cambricon taps into unprecedented boom in AI chips

Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand...

Sunday 21 September 2025

Non-China market opportunities remain despite no involvement in advanced packaging, say Episil and EPI

The surge of 12-inch silicon carbide (SiC) materials entering advanced packaging processes has drawn significant market attention to Episil Technology, which spans first- and third-category...

Sunday 21 September 2025

India’s PC shipments to grow through 2026 while tablet demand proves erratic

India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts,...

Saturday 20 September 2025

TSMC, Largan, Episil push back on hype with blunt market outlooks

SiC applications recently gained attention following reports that TSMC and Nvidia are pushing for advancements, elevating companies like Episil and its subsidiary EPI into the market...

Saturday 20 September 2025

Arizona emerges as a semiconductor hub with TSMC and Intel's 12 fabs

Initial market skepticism doubted whether new fabs from TSMC and Intel in Arizona could ramp up production on schedule. However, TSMC's first 4nm fab began mass production at the...

Saturday 20 September 2025

xMEMS technology aims to cut heat and weight in AI wearables

As tech companies push the boundaries of next-generation edge AI devices like smart glasses, two major hurdles remain: weight and heat. These issues, often overlooked in a device's...

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