Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Tuesday 9 December 2025

Moore Threads CEO leverages Nvidia legacy to challenge GPU giant

In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack...

Tuesday 9 December 2025

Analysis: Why isn't Huawei trying to win the tech war?

Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips...

Monday 8 December 2025

SK Hynix restructures global operations amid reported HBM4 production delay

SK Hynix announced a comprehensive organizational restructuring to expand its global research network and reinforce its leadership in the high-bandwidth memory sector. The strategic...

Monday 8 December 2025

Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability

Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...

Monday 8 December 2025

Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's...

Monday 8 December 2025

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...

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