Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 21 July 2025

Santi Renewable Energy spins off energy storage business to expand in photoelectric, green energy

Santi Renewable Energy, a subsidiary of Taiwan's North-Star Petroleum, has approved a resolution to spin off its energy storage business group and establish a new company, Chiayou...

Monday 21 July 2025

Meta-backed OCP pushes open alternative to closed AI hardware ecosystem

As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...

Monday 21 July 2025

Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins

Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...

Monday 21 July 2025

India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles

India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...

Monday 21 July 2025

Why China’s FDI drought shows no sign of ending

China's inbound non-financial FDI fell 15.2% year-on-year in the first half of 2025, totaling CNY423.23 billion (US$58.96 billion), according to data from the Ministry of Commerce...

Monday 21 July 2025

Corning dodges EU antitrust clash with 'Gorilla Glass' deal

Corning Inc. has avoided the threat of European Union antitrust fines, after it agreed to end exclusivity terms in its supply contracts for break-resistant smartphone screens that...

Monday 21 July 2025

Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound

Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...

Monday 21 July 2025

Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead

As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...

Monday 21 July 2025

Synopsys closes US$35B Ansys deal to create unified chip-to-system design powerhouse

Synopsys has finalized its US$35 billion acquisition of Ansys, uniting two global leaders in electronic design automation (EDA) and multiphysics simulation. The deal closed shortly...

Sunday 20 July 2025

Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant

Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...

Sunday 20 July 2025

China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions

China's Ministry of Commerce recently announced new export restrictions on "battery cathode material preparation technologies," along with five lithium refining technologies and overseas...

Sunday 20 July 2025

Tesla ignites three-row EV showdown in China

Tesla is reinforcing its presence in China's electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned...

Saturday 19 July 2025

China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Saturday 19 July 2025

Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...

Saturday 19 July 2025

Nvidia explores SOCAMM deployment for next-gen AI systems

Nvidia is reportedly preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM...

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