Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 19 August 2025

Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

Tuesday 19 August 2025

HTC builds software and hardware ecosystem to drive AI glasses profitability

HTC recently launched its first smart glasses supporting Traditional Chinese, the Vive Eagle, integrating multiple AI features such as voice interaction, scene recognition, and real-time...

Tuesday 19 August 2025

Smartphone display market sees diverging price trends across panel types

The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

Tuesday 19 August 2025

Dongfeng to sell Honda engine JV stake as China accelerates EV shift

Dongfeng Motor Corporation, one of China's largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a...

Tuesday 19 August 2025

Beijing's digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy

China unveiled the results of its 14th Five-Year Plan (2021–2025) for digital economy development, showcasing progress in digital infrastructure, cross-industry data applications,...

Tuesday 19 August 2025

Visual AI rises as next core battleground as 2025 marks the inaugural year of smart glasses

2025 is being hailed as the inaugural year for AI-powered smart glasses. After Meta and Xiaomi entered the field, Taiwan's HTC Corporation officially launched its first model, the...

Tuesday 19 August 2025

Powerlogic expands beyond PC market, eyes 2026 revenue growth

Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth...

Tuesday 19 August 2025

Samsung SDI beats LGES, SK On to secure major ESS contract

Samsung SDI recently emerged victorious in a large-scale energy storage system (ESS) tender in South Korea, marking a significant milestone in its business transformation as the electric...

Tuesday 19 August 2025

Huawei data center chip stuck on outdated 5nm node, teardown reveals

A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...

Tuesday 19 August 2025

AI glasses promise to shake up the eyewear market

AI glasses are poised to revolutionize the conventional eyewear industry with new growth opportunities.

Tuesday 19 August 2025

China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge

Global labor shortages and US reciprocal tariffs are pushing supply chains to fast-track automation as a safeguard against disruption. Advances in artificial intelligence are transforming...

Tuesday 19 August 2025

Commentary: TSMC shows no fear despite 300% tariff threat

US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...

Tuesday 19 August 2025

SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk

The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...

Tuesday 19 August 2025

Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise

Luxshare Precision Industry Co. said on August 18, 2025, it has filed to list H-shares on the main board of the Hong Kong Stock Exchange, with draft application materials published...

Tuesday 19 August 2025

US tariff measures hit simultaneously, economic slowdown expected in 2H25

US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...

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