Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 12 August 2025

China subsidies and tariff extension spark August rebound in LCD panel demand

Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...

Tuesday 12 August 2025

Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts

Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...

Tuesday 12 August 2025

DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally

Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...

Tuesday 12 August 2025

iPhone shipment rises as India's budget smartphone market contracts

India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which...

Tuesday 12 August 2025

Sony shifts PS5 production out of China to dodge US tariffs

Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...

Tuesday 12 August 2025

HiSilicon ally SJ Semi taps domestic lithography to scale advanced packaging output

SJ Semiconductor (Jiangyin) Corp. (SJ Semi), a major packaging and testing partner of Huawei's chip design arm HiSilicon, has received domestically developed back-end steppers from...

Tuesday 12 August 2025

TI's whispered price hike tests nerve of China's cutthroat chip market

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans...

Tuesday 12 August 2025

Could US chip export tariffs be new tool against China?

US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...

Tuesday 12 August 2025

Trump grants last-minute 90-day tariff truce with China, averting holiday season price surge

According to CNBC and Reuters, citing White House officials, US President Donald Trump on August 11 granted a 90-day extension to the tariff truce with China, averting...

Tuesday 12 August 2025

Sony’s solo run ends as Samsung rumored to land innovative iPhone sensor deal

Samsung Electronics Co. may have secured Apple's orders and become the second supplier of CMOS image sensors (CIS) for Apple's iPhone models, breaking Sony's long-standing exclusive...

Tuesday 12 August 2025

EV slowdown pushes US LFP batteries toward grid storage and hyperscalers

The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the...

Monday 11 August 2025

Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted...

Monday 11 August 2025

Formosa Plastics optimistic about market rebound despite capacity dip in 3Q25

Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...

Monday 11 August 2025

CATL's permit lapse halts key lithium mine, jolts global supply chain

Contemporary Amperex Technology Co. Limited (CATL), the world's largest EV battery manufacturer, confirmed it has halted output at its Jianxiawo lithium mine in Jiangxi after its...

Monday 11 August 2025

Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth

Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...

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