Global supply chain: China market

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Monday 14 July 2025

MediaTek posts 33-month revenue high in June, meets 2Q25 financial target

MediaTek posted a 33-month revenue high of NT$56.43 billion (approx. US$1.92 billion) in June 2025, up 24.91% from the previous month and 30.96% year over year. Overall revenue in...

Monday 14 July 2025

E-paper chip demand stays strong amid tariff rush

E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...

Monday 14 July 2025

Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions

Below are the most-read DIGITIMES Asia stories from July 7 to July 13, 2025. This week's top three highlights include China’s semiconductor...

Monday 14 July 2025

Huawei’s HiSilicon debuts low-power Cat.1 chip to boost IoT reach

On July 10, 2024, Huawei's chip subsidiary HiSilicon launched its first Cat.1 IoT communication chip — the Hi2131 — officially entering the fast-growing cellular IoT market,...

Monday 14 July 2025

US judges diverge on AI but land on same legal ground

Meta Platforms and Anthropic secured separate legal victories in copyright disputes over using books to train artificial intelligence models, with federal judges ruling the practice...

Monday 14 July 2025

India roundup: Apple taps Indian COO amid supply chain relocation

Apple named Indian Sabih Khan as the new COO as the firm accelerates sourcing components from India.

Sunday 13 July 2025

China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans

China plans to build at least 39 data centers in the desert regions of Xinjiang and Qinghai, outfitted with over 115,000 Nvidia H100 and H200 GPUs. These advanced chips have been...

Sunday 13 July 2025

Top Bright's 1+3 strategy drives growth as HVLP5+ copper foil set for 4Q25 mass production

The stability of the weighing scale market and increasing investment in its new materials business have allowed Top Bright to yield positive results. During the company's earnings...

Saturday 12 July 2025

Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs

Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.

Saturday 12 July 2025

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...

Saturday 12 July 2025

Hyundai weighs 3rd EV factory in Europe to bypass tariffs, build local edge

Hyundai Motor is considering the construction of a third electric vehicle (EV) plant in Europe as part of its broader strategy to capitalize on the region's EV recovery and offset...

Friday 11 July 2025

AI boom offsets EV slump as Disco raises quarterly forecast

Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...

Friday 11 July 2025

AI-powered NPU race spurs growth for test interface companies

As the global smartphone application processor market undergoes a major shift toward AI-driven performance, chip giants like MediaTek and Qualcomm are ramping up efforts to dominate...

Friday 11 July 2025

How Taiwan's EMS evolved (2): Resilience and regionalized supply chains

As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic...

Friday 11 July 2025

US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...

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