Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 29 December 2025

Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?

Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...

Monday 29 December 2025

After subsidies end, Germany's EV market hits turning point

In the transformation of automotive electronics and electrification (E/E), subsidies have long been regarded as the fuel propelling the...

Monday 29 December 2025

MediaTek expands automotive chip business with Denso partnership

MediaTek has announced a collaboration with Japanese automotive giant Denso to jointly develop customized SoC products for advanced driver-assistance systems (ADAS) and smart cockpit...

Monday 29 December 2025

8-inch foundry price rises take hold as BCD, HV nodes lead

The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...

Monday 29 December 2025

Huawei launches global prize to break memory bottlenecks

As generative AI and large language models scale rapidly, the computing race is shifting toward a quieter but decisive battleground: how data is stored, accessed, and utilized. According...

Monday 29 December 2025

Wingtech seeks full Nexperia control with US$8 billion arbitration threat

On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only...

Monday 29 December 2025

Taiwan's EV market braces for sub-NT$1 million showdown between domestic and imported models

Despite headwinds in Taiwan's overall auto market in 2025, the electric vehicle (EV) segment has gained notable momentum in the second half of the year. Competition is intensifying...

Monday 29 December 2025

China eases IPO rules for reusable rocket firms to speed space ambitions

China has eased listing requirements for private companies developing reusable commercial rockets, shifting regulatory scrutiny away from short-term financial performance and toward...

Monday 29 December 2025

Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth

The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...

Monday 29 December 2025

Analysis: Nvidia builds capital moat to lock in CUDA era

After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...

Monday 29 December 2025

Zhonghao Xinying targets 2026 launch for 2nd-gen TPU as AI inference takes the lead

As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an...

Monday 29 December 2025

Nvidia-Groq deal rattles South Korean chip startups

Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...

Monday 29 December 2025

Drone boom lifts Taiwan's communication and chip suppliers

The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...

Monday 29 December 2025

AI supercycle and replacement demand support Foxconn's growth in 2026

Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...

Monday 29 December 2025

Analysis: From factory floor to showroom, Foxconn reconsiders its role in EV

In recent years, Foxconn has steadily expanded its ambitions in electric vehicles, moving beyond its traditional role as a platform provider...

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