Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 17 October 2025

Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center

Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech...

Friday 17 October 2025

China's BOE cranks up 8.6G OLED output in a bid to break Samsung's Display dominance

BOE Technology, China's top display maker, is rapidly scaling its OLED presence. In the first half of 2025, BOE shipped 71 million OLED panels, cementing its lead in China and securing...

Friday 17 October 2025

ASML stands strong despite tariffs, fueled by China and TSMC orders

Acer chairman and CEO Jason Chen once described the "dulling effect" of US President Donald Trump's tariffs, a phenomenon now increasingly reflected in ASML's earnings and guidance...

Friday 17 October 2025

China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order

The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...

Friday 17 October 2025

AI expansion pushes HBM market towards $100 billion by 2028

As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...

Friday 17 October 2025

Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system,...

Thursday 16 October 2025

In India’s AI gold rush, Big Tech meets local reality

At the 2023 World Economic Forum in Davos, Microsoft CEO Satya Nadella shared an illustrative story about a rural Indian farmer using ChatGPT to apply for government subsidies. Nadella...

Thursday 16 October 2025

Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and drones

At the opening of the 2025 Taipei Innovative Textile Application Show (TITAS) on October 14, Tong-sheng Wu, chairman of Shinkong Synthetic Fibers Corporation (SSFC)—a subsidiary...

Thursday 16 October 2025

Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era

The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research...

Thursday 16 October 2025

Qualcomm faces China antitrust probe over Autotalks acquisition

Ten years ago, Qualcomm paid the largest antitrust fine in China's market regulation history. It has yet again violated China's policies, this time because its acquisition case was...

Thursday 16 October 2025

With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights,...

Thursday 16 October 2025

How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope

A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers...

Thursday 16 October 2025

Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain

Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating...

Thursday 16 October 2025

China's 10.5 generation panel depreciation to boost TV panel market dominance

China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...

Thursday 16 October 2025

Policy shift prompts last-minute rush in China's EV market

China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models...

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