CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Monday 10 February 2025
Apple rumored to unveil iPhone SE 4 and new MacBook Air in push for first-quarter revenue
Rumors suggest that Apple is set to launch new products, including the iPhone SE 4, a refreshed MacBook Air, an updated iPad Air, and a new headphone line. These launches aim to boost...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
BYD Electronics poised to gain from BYD's intelligent driving expansion
BYD Electronics is positioned to become the primary beneficiary of BYD's upcoming intelligent driving expansion, according to a CLSA research report. At its 30th-anniversary event...
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Monday 10 February 2025
Tariff concerns drive TSMC price hikes while Samsung seeks competitive edge
Amid concerns over higher tariffs under the Trump administration, TSMC is raising chip prices to offset potential losses, while Samsung Electronics focuses on price competitiveness...
Monday 10 February 2025
Baidu expands AI compute power with 3rd-gen Kunlun 10,000-GPU cluster deployment
Baidu has launched its third-generation Kunlun AI chip cluster, marking China's first domestically developed large-scale AI computing deployment. The company's 10,000-GPU Wanka cluster...
Saturday 8 February 2025
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design firms amid intensifying US-China trade tensions. Effective...
Saturday 8 February 2025
New Nvidia RTX cards drive Powerlogic's January revenue growth
Powerlogic, a cooling fan manufacturer, reported revenue of NT$135 million (US$4.11 million) in January 2025, representing a 37.05% increase compared to the previous month. This marks...
Saturday 8 February 2025
MA-tek opens Hokkaido lab to support Rapidus orders, boost chip inspection
Materials Analysis Technology (MA-tek) has officially launched a new laboratory in Hokkaido, establishing its third facility in Japan after Nagoya and Kumamoto.
Saturday 8 February 2025
Passive component suppliers see strong 1Q25 demand, defying seasonality
Taiwanese passive component manufacturers Yageo and Ample Electronic Technology have started 2025 with unexpected revenue growth, bucking the traditional first-quarter slowdown. As...
Saturday 8 February 2025
Allan Ko: Tariff wars won't derail Kymco's Southeast Asia expansion
Kymco Group chairman Allan Ko believes that rapidly shifting US tariff policies will mostly impact four-wheel vehicles, leaving the electric scooter segment relatively unscathed....
Saturday 8 February 2025
DeepSeek fuels affordable AI, sparking cloud price wars in China and beyond
China's cloud service providers (CSPs) have been engaged in fierce price competition since 2024, deploying aggressive cost-cutting strategies to expand market share. This battle is...
Saturday 8 February 2025
Chip distributors Arrow Electronics, Avnet see signs of market recovery in 2Q25
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
Saturday 8 February 2025
DRAM inventory woes persist, Taiwan memory faces slow January
The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days...
Saturday 8 February 2025
Taiwan electric scooter market to see slight growth in 2025, says Kymco chair
Despite the uncertainty surrounding government subsidies, Kymco Group chairman Allen Ko anticipates steady demand for electric scooters in Taiwan's market, projecting modest growth...