Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 28 July 2025

Commentary: Intel's 14A pivot clears runway for TSMC

The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...

Monday 28 July 2025

BYD's South Asia play: EV assembly in Pakistan set for 2026 launch

BYD, the world's largest electric vehicle maker, plans to begin assembling electric and plug-in hybrid cars in Pakistan by mid-2026, aiming to capture surging demand across South...

Saturday 26 July 2025

In China's EV war, Huawei quietly takes the wheel

When Jensen Huang, the CEO of global tech titan Nvidia, publicly praised Huawei as a "formidable competitor" and acknowledged its strengths...

Friday 25 July 2025

Tesla revenue falls as Musk banks on robotaxi rollout even with regulatory hurdles

Tesla reported double-digit declines in second-quarter revenue and profit as CEO Elon Musk doubled down on autonomous vehicle ambitions while facing California regulatory challenges...

Friday 25 July 2025

SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter

The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...

Friday 25 July 2025

Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months

Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...

Friday 25 July 2025

Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery

This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...

Friday 25 July 2025

Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions

As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...

Friday 25 July 2025

Tesla's price cuts challenge premium brand positioning as EV competition intensifies

Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...

Friday 25 July 2025

Auto market instability moves PCB makers toward AI servers & LEO satellites

As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...

Friday 25 July 2025

Chromebook sales rebound: Google targets 19.5M units shipped in 2025

Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...

Friday 25 July 2025

Tariffs blur ASML's outlook, but China anchors the bottom line

ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...

Friday 25 July 2025

South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry

Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea...

Friday 25 July 2025

Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

Friday 25 July 2025

China targets 22/28nm as wafer sourcing landscape shifts

China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...

103/1341 pages