Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 12 November 2025

China eases EV subsidies, halves purchase tax to cool overheated market

China has announced a major shift in its new energy vehicle (NEV) purchase tax policy, signaling a new phase for the nation's electric vehicle (EV) market. Starting January 1, 2026,...

Wednesday 12 November 2025

Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion

Israel-based wafer foundry Tower Semiconductor reported third-quarter 2025 results that exceeded market expectations, signaling strong...

Wednesday 12 November 2025

Microchip forecasts fall short as tariffs hit 4Q25 US-China markets

Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results...

Wednesday 12 November 2025

Taiwan's Nexcom targets tenfold robotics growth, cites G2 divide on safety standards

Taiwan-based industrial computer maker Nexcom is pivoting hard into humanoid robots as artificial intelligence expands into "physical AI."

Wednesday 12 November 2025

Xiaomi founder leads new architecture department to address safety backlash

Since a major traffic accident in Chengdu in October 2025, Xiaomi Auto has been engulfed in a public relations crisis, prompting founder Jun Lei to personally oversee a strategic...

Tuesday 11 November 2025

China smartphone market, 3Q 2025

Smartphone shipments in the Chinese market reached 66.6 million units in the third quarter of 2025, and are projected to grow 15.4% quarter-on-quarter in the fourth quarter.

Tuesday 11 November 2025

Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant

Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless...

Tuesday 11 November 2025

YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

YMTC has begun constructing its third semiconductor plant in Wuhan, with mass production slated for 2027, while ramping up output at...

Tuesday 11 November 2025

With consumer spending slump, home appliance and display vendors pivot to commercial and rental models

Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C...

Tuesday 11 November 2025

Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production

Taiwan's Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan's few Tier 1 automotive electronics suppliers...

Tuesday 11 November 2025

Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact

Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive...

Tuesday 11 November 2025

Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis

Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...

Tuesday 11 November 2025

Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty

As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic...

Tuesday 11 November 2025

South Korean battery makers diversify strategies to capture global market

The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also...

Tuesday 11 November 2025

Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse

Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...

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