Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 26 April 2025

Acer loses ground in desktop and display markets despite product refresh

Acer rolled out two new monitors on consecutive days—one foldable model for business users and another for gamers—amid mounting challenges in its monitor and desktop PC...

Saturday 26 April 2025

TSMC defies margin pressure as second-tier foundries slip

TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...

Saturday 26 April 2025

TI partners with Taiwanese firms to showcase automotive tech at 2025 E-Mobility Taiwan

Texas Instruments (TI) reported robust first-quarter earnings for 2025, buoyed by a steady recovery across key application sectors, particularly...

Friday 25 April 2025

China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025

China reportedly considers exempting some US goods from 125% retaliatory tariffs

Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help...

Friday 25 April 2025

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...

Friday 25 April 2025

China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx...

Friday 25 April 2025

China braces for economic shock as the US unleashes sweeping tariff hikes

The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest...

Friday 25 April 2025

Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers

US President Donald Trump, after several rounds of tariff impositions targeting China and provoking strong retaliations, has recently indicated a willingness to reduce tariffs on...

Friday 25 April 2025

Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out

The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group...

Friday 25 April 2025

Taiwan auto parts makers face 'unprecedented challenge' from US tariffs

Taiwan's automotive supply chain faces an "unprecedented challenge" after the US imposed a 25% tariff on imported vehicles and auto parts earlier this month, according to DIGITIMES...

Friday 25 April 2025

Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India

Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...

Friday 25 April 2025

Exclusive: Google considers HBM3E supplier change

Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...

Friday 25 April 2025

China's AMEC, Naura pour billions into chip gear to dismantle foreign tech reliance

As Washington tightens controls on semiconductor exports, China's top equipment makers—Advanced Micro-Fabrication Equipment (AMEC) and Naura...

Friday 25 April 2025

China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban

Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's...

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