Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 11 April 2025

Taiwanese aerospace company AIDC secures NT$8.5 billion in civilian aviation orders in 1Q25

Taiwan-based Aerospace Industrial Development Corporation (AIDC) is actively expanding in the civilian aviation market, having secured more than NT$8.5 billion (US$257.9 million)...

Friday 11 April 2025

Soitec navigates US-China semiconductor rivalry with strategic neutrality

As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This...

Friday 11 April 2025

HBM helps SK Hynix claim crown as Samsung loses DRAM leadership

Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's...

Friday 11 April 2025

The hidden cost of replacing China's manufacturing

US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands...

Thursday 10 April 2025

Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions

China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...

Thursday 10 April 2025

The Great Tech Reset 8: Sovereign AI

What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...

Thursday 10 April 2025

MetaX's IPO and rise of China's domestic GPU giants in AI era

In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to...

Thursday 10 April 2025

RF-SOI inventory hits inflection point as Soitec unveils next-wave tech trends

Two years ago, the semiconductor sector faced difficulties as RF-SOI inventory levels reached their highest during a downturn in the smartphone market. Nevertheless, France's Soitec,...

Thursday 10 April 2025

Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling...

Thursday 10 April 2025

Tariff tensions overshadow TSMC's robust 1Q25 performance

Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...

Thursday 10 April 2025

Auto tariffs take effect, components supply chain hit hardest

The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US...

Thursday 10 April 2025

Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty...

Thursday 10 April 2025

US-China tariff clash imperils chip supply chain, May turmoil looms

The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose...

Thursday 10 April 2025

90-day pause: Tariff strategy shifts into round two

The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new...

Thursday 10 April 2025

Foxconn plans to launch EVs in Asian markets starting in 2026

Foxconn announced on April 9 in Tokyo its ambitious plans to enter the electric vehicle (EV) market, with multiple vehicle models expected to launch beginning in 2027. The announcement...

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