Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 11 July 2025

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...

Friday 11 July 2025

Taiwan's machinery exporters brace for US tariff verdict while handling FX pain

Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as...

Friday 11 July 2025

China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns

The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...

Friday 11 July 2025

Subsidy hangover? China's June auto sales surge may be last hurrah

China's auto sales reached 2.08 million units in June, marking the highest monthly total since June 2022. Analysts believe the spike was likely driven by consumers accelerating purchases...

Friday 11 July 2025

Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up

Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...

Friday 11 July 2025

NXP plots wafer shift to China as new CEO joins push for local supply chain

Kurt Sievers, the CEO of Dutch semiconductor giant NXP Semiconductors, who is set to officially step down at the end of October 2025, recently visited Shanghai and met with the mayor...

Friday 11 July 2025

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

Friday 11 July 2025

China tackles auto supplier payment crisis with complaint platform

Facing growing frustration from suppliers, China's Ministry of Industry and Information Technology (MIIT) has launched a national complaint platform to address delayed payments by...

Friday 11 July 2025

Manus AI flees China for Singapore following US$75 million Benchmark round

Chinese AI Agent startup Manus has relocated its headquarters to Singapore and slashed most of its China-based workforce, just four months after its global debut. The move reflects...

Friday 11 July 2025

GaN surge: Innoscience targets 20K/month 8-inch wafer milestone by year-end

Innoscience, a leading Chinese GaN specialist, plans to expand its monthly production of 8-inch (200mm) wafers from 13,000 to 20,000...

Friday 11 July 2025

Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months...

Friday 11 July 2025

Topco Scientific denies rumors of cooperation with Chinese firms, stresses compliance with export controls

In response to external allegations regarding collaboration with Chinese companies to develop chips and the involvement in exporting sensitive semiconductor materials to China, Topco...

Friday 11 July 2025

SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2

SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According...

Friday 11 July 2025

Swancor divests materials unit to back smart robotics investors

Swancor Holding Co., Ltd. has approved the sale of a 60% stake in its Shanghai STAR Market-listed unit, Swancor Advanced Materials Co., Ltd., at CNY7.78 per share, valuing the deal...

Friday 11 July 2025

Advanced packaging crisis hits as Asahi Kasei halts PSPI supply

Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan's chemical giant Asahi Kasei continues to escalate.

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