Global supply chain: China market

China market news coverage

IN THE NEWS

Saturday 28 June 2025

Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Saturday 28 June 2025

CATL, HelloRide, Ant Group jumpstart China's robotaxi surge

China's robotaxi sector is getting a jolt as HelloRide, Ant Group, and CATL join forces to launch Shanghai Zaofu Intelligent Technology Co., Ltd. Backed by a CNY3 billion initial...

Saturday 28 June 2025

Marvell bets big on custom AI chips to challenge Broadcom's lead

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued...

Saturday 28 June 2025

BYD dials back production as EV price war spirals; CATL sounds alarm

BYD, China's top electric vehicle (EV) manufacturer, is dialing back production and postponing factory expansion as mounting inventory levels and sluggish sales weigh on operations,...

Friday 27 June 2025

Well Shin looks to EVs, LEO satellites, and refrigerated containers for growth in 2025

Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in...

Friday 27 June 2025

AI smart glasses ignite China's supply chain revolution

AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and...

Friday 27 June 2025

Q3 outlook: smartphone industry weighs tariff risks against product launch momentum

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...

Friday 27 June 2025

Renesas delays US$20 billion revenue goal, scales back power chip plans after EV setback

Renesas Electronics said on June 26, 2025, it is scaling back its power semiconductor business, postponing a key revenue goal by five years, and removing the executive overseeing...

Friday 27 June 2025

SYM chair urges tariff rationalization amid rising pressure from US car price cuts

Taiwan's Ministry of Economic Affairs (MOEA) recently proposed a "tariffs first, commodity tax later" approach in response to growing trade pressure from the US, raising concerns...

Friday 27 June 2025

Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25

The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...

Friday 27 June 2025

OpenAI flags Zhipu AI as China's Digital Silk Road enforcer

OpenAI has flagged Chinese startup Zhipu AI as a fast-emerging player in global AI, citing its deep ties with the Chinese government and its expanding role in Beijing's Belt and Road...

Friday 27 June 2025

TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm

Recent market reports indicate that leading companies such as Apple, Qualcomm, and MediaTek are highly likely to fully adopt 2nm chips by 2026. Google, having recently shifted its...

Friday 27 June 2025

Chip makers cash in on sixfold price surge from legacy memory shortage

NAND flash producers are reaping windfall profits from discontinued older chips as supply shortages push prices for legacy products to levels rivaling advanced semiconductors. The...

Friday 27 June 2025

China auto sector spirals amid fake exports, price wars, and policy strain

China's auto sector faces intense pressure from a cascade of crises, including deepening price wars and mounting scrutiny over "fake used car" export practices. Recent exposés...

Friday 27 June 2025

GEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul

Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical...

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