Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 11 December 2025

China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025

ZTE hit by US foreign bribery probe with fines exceeding US$1bn

Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than...

Thursday 11 December 2025

AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices

Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...

Thursday 11 December 2025

UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge

Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building...

Thursday 11 December 2025

US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst

In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift...

Thursday 11 December 2025

China's steel engine loses steam, rewrites the iron ore trade map

China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel...

Thursday 11 December 2025

EU court cuts Intel antitrust fine to about EUR237 million

Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding...

Thursday 11 December 2025

China weighs Nvidia's H200 amid US export shift and supply constraints

The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...

Thursday 11 December 2025

Wingtech seeks talks with Nexperia custodians as governance standoff deepens

Wingtech Technology has invited the court-appointed custodians of Nexperia for talks, marking the latest move in a protracted governance battle that has disrupted semiconductor supplies...

Thursday 11 December 2025

Drones emerge as new growth area for rugged IPCs targeting ground control stations

Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...

Thursday 11 December 2025

Game console EMS accelerates shift from China as US tariffs persist

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...

Thursday 11 December 2025

Samsung's Trifold phone launch in China to challenge Huawei dominance

Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding...

Thursday 11 December 2025

China ITAI PC industry

Significant breakthroughs in specific areas of China's ITAI PC industry; the localized features of AI PC break the Wintel monopoly in the consumer market.

Thursday 11 December 2025

China's tech push reshapes Taiwan's auto supply chain

The global automotive supply chain is experiencing significant restructuring as the divide between China and other major economies widens. China's intensified efforts to achieve full...

Thursday 11 December 2025

Commentary: China's PCB edge survives G2 decoupling

As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...

15/1394 pages