Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 24 December 2025

PC giants rush to lock in memory supply as prices surge toward a new supercycle

As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...

Wednesday 24 December 2025

HTC eyes China launch for Vive Eagle AI glasses in January 2026

Following the launch of its first AI glasses, Vive Eagle, HTC has continued to expand its sales channel footprint. Beyond its official rollout in Hong Kong, the company has increased...

Wednesday 24 December 2025

China marks milestone in autonomous driving with first three L3 highway plates

Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving...

Wednesday 24 December 2025

TSMC Nanjing in no danger of operation disruption, says branch head

As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market.

Wednesday 24 December 2025

Taiwan's November export orders up nearly 40%, driven by US AI demand

Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...

Wednesday 24 December 2025

US ban on DJI sparks Taiwan drone investment in America

The Federal Communications Commission (FCC) will block the sale of foreign-made drones in the US, a decision believed to target Chinese...

Wednesday 24 December 2025

Samsung acquires ZF unit via Harman to bolster software-defined vehicle push

As the global auto industry accelerates its shift toward software-defined vehicles (SDVs), Samsung Electronics is moving to strengthen its position through its wholly owned subsidiary,...

Wednesday 24 December 2025

China's battery and energy storage firms lead, fueled by AI-driven power demand surge

The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...

Wednesday 24 December 2025

SMIC signals mature-node price turnaround with reported 10% hike

China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...

Wednesday 24 December 2025

Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns

In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations...

Wednesday 24 December 2025

US sets June 2027 deadline for China chip tariff spike

The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry,...

Wednesday 24 December 2025

Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training

Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies...

Wednesday 24 December 2025

EVs and chips convergence: Taiwan's auto industry shifts south

Beyond the traditional auto-related businesses that have long been rooted in southern Taiwan, a broader shift has taken shape in recent years. From manufacturing to retail, industry...

Tuesday 23 December 2025

Windows handheld gaming device specs and shipments

Benefiting from AI upscaling technology and NPU-assisted AI computing, global Windows handheld gaming device shipments are expected to grow by over 50% in 2026.

Tuesday 23 December 2025

Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

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