CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 7 November 2025
Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute
Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion...
Friday 7 November 2025
Memory price surge amid supply tightness pressures Chinese smartphone makers
The surge in AI computing has led to a significant price increase in DRAM and NAND Flash, with major manufacturers raising prices by up to 30% in late 2025, putting cost pressure...
Friday 7 November 2025
CXMT adopts SK Hynix's MR-MUF tech to close China's HBM gap by 2026
China's DRAM maker CXMT plans to start mass production of fourth-generation high-bandwidth memory (HBM3) in 2026 using mass reflow molded underfill (MR-MUF) packaging, the same technology...
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than...
Friday 7 November 2025
Chinese automakers achieve record Europe market share with PHEV offensive
The European automotive industry faces unprecedented challenges in 2025, grappling with slow progress in electronic/electrical (E/E) transformation and widespread internal layoffs,...
Friday 7 November 2025
Unitree, Tesla take diverging routes in next phase of humanoid robotics

China's Unitree Robotics has launched the H2 humanoid robot, a 50% heavier successor to its H1 model. The design move stands in contrast...

Friday 7 November 2025
BOE ramps up 8.6-gen OLED mass production to challenge SDC
China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing...
Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with...
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly...
Thursday 6 November 2025
Global server market, 3Q 2025
Cloud service providers' procurement surges with global server shipments expected to rise 8% quarter-on-quarter in the third quarter of 2025 and exceed four million units in the fourth...
Thursday 6 November 2025
US and South Korea target shipbuilding; Taiwan is urged to prioritize unmanned vessels
The US and South Korea announced plans this week to revive large-scale shipbuilding cooperation, a move widely seen as a strategic response to global market pressures and geopolitical...
Thursday 6 November 2025
China bolsters rare earth export controls with major hiring push
China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM...
Thursday 6 November 2025
SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...
Thursday 6 November 2025
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...