Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 9 December 2025

Commentary: Are East Asia tensions a threat to supply chains?

The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...

Tuesday 9 December 2025

China's AI chip race nears US$275bn; Cambricon, Hygon lead the field

Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market...

Tuesday 9 December 2025

Samsung's HBM4 edge fuels foundry recovery

Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects...

Tuesday 9 December 2025

SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung

South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung...

Tuesday 9 December 2025

Navitas, Cyient Semiconductors partner to develop GaN ecosystem in India

Navitas Semiconductor and Cyient Semiconductors have announced a strategic, long-term partnership aimed at advancing gallium nitride (GaN) technology adoption in India and establishing...

Tuesday 9 December 2025

SK Hynix secures 39 patents in China to strengthen memory and neuromorphic chip design

SK Hynix and battery subsidiaries within SK Group received approval for 68 core patents in China in November 2025. Many of these patents relate to highly integrated memory designs...

Tuesday 9 December 2025

China GPU makers flood capital markets as AI chip race escalates

China's AI boom is redefining global tech rivalry, placing AI chips at the center of computing infrastructure. Domestic GPU makers are now rushing into capital markets, attempting...

Tuesday 9 December 2025

Google TPU demand remains strong, but CoWoS and memory cap 2026 production

Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...

Tuesday 9 December 2025

Silver shockwaves push tech suppliers to renegotiate and retrench

Since the start of 2025, silver prices have nearly doubled, far outpacing the roughly 30% rise in copper and the 60% climb in gold. The...

Tuesday 9 December 2025

Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies

Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company...

Tuesday 9 December 2025

Tata Group and Intel form strategic alliance to assemble chips in India

Tata Group and Intel announced on December 8 that they have signed a memorandum of understanding to explore cooperation across semiconductor manufacturing, packaging and AI-focused...

Tuesday 9 December 2025

Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule

US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...

Tuesday 9 December 2025

CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7

Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution...

Tuesday 9 December 2025

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

Tuesday 9 December 2025

Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee

Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...

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