Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 31 October 2025

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...

Friday 31 October 2025

What US-China trade breakthrough was reached in Busan?

US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between the...

Friday 31 October 2025

BYD profit plunges 33% as China EV price war squeezes margins

BYD reported a sharp 33% decline in third-quarter profit, highlighting the growing toll of China's intensifying electric-vehicle price...

Friday 31 October 2025

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...

Friday 31 October 2025

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...

Friday 31 October 2025

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...

Friday 31 October 2025

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...

Friday 31 October 2025

Trump-Xi Busan deal pauses G2 trade war, but doubts linger

In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight to...

Friday 31 October 2025

CHPT eyes 2026 US orders amid slight 4Q25 revenue dip

Chunghwa Precision Test Tech (CHPT) expects a mild seasonal decline in overall operations for the fourth quarter of 2025, with revenues dipping slightly from the third quarter of 2025...

Friday 31 October 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...

Friday 31 October 2025

China's high-end lithography imports shrink, unit prices soar

As the United States further tightens export controls on advanced semiconductor tools to China, customs data is revealing how the industry is adjusting. China's semiconductor equipment...

Friday 31 October 2025

Compal to expand server manufacturing in Texas

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce...

Friday 31 October 2025

Tim Cook sees China growth returning on strong iPhone 17 momentum

Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...

Friday 31 October 2025

Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

China successfully launched its Kinetica-1 rocket this week, sending two Zhongke satellites and Pakistan's PRSC-HS1 remote-sensing satellite...

Friday 31 October 2025

Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion

Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company...

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