CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Thursday 20 February 2025
Taiwan AI supply chain gears up for next boom as Nvidia GPU demand surges
The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave...
Thursday 20 February 2025
Hiwin to build new Italy headquarters; completion set by 2025
Leading motion control company Hiwin recently announced the construction of a new headquarters in Italy, set to begin operations by the end of 2025. The new plant is designed to meet...
Thursday 20 February 2025
China intensifies Mini LED TV strategy as South Korean experts seek OLED market solutions
A South Korean market research firm predicts that while the OLED TV market growth has stagnated, South Korean television manufacturers must leverage OLED technology to maintain their...
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean...
Thursday 20 February 2025
Baidu's AI pivot tested as DeepSeek gains ground
Baidu's fourth-quarter revenue fell 2% to CNY34.1 billion (approx. US$4.68 billion) as China's search giant grapples with intensifying competition in artificial intelligence and a...
Thursday 20 February 2025
SMIC expands Beijing fab as capital spending holds steady in 2025
SMIC is advancing the second phase of its Beijing wafer fab, set to break ground in early 2025. The project, expected to be the city's largest logic IC foundry, comes with a total...
Wednesday 19 February 2025
Huawei takes Mate XT global, yet premium price and GMS absence could hinder adoption
Huawei officially unveiled its Mate XT, the world's first tri-fold smartphone, at a launch event in Kuala Lumpur, Malaysia, on February 18, 2025. The company announced plans for a...
Wednesday 19 February 2025
PCB upstream suppliers track SEA expansion, anticipating 2025 mass production orders
Major Taiwanese printed circuit board (PCB) manufacturers are actively investing in setting up facilities in Southeast Asia due to the region's geopolitical considerations, rising...
Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...
Wednesday 19 February 2025
Young Optics shifts focus to CPO amid declining micro-projection, 3D printing revenue
Young Optics' consolidated revenue declined by 14.6% year over year in 2024 to NT$2.572 billion (US$78.7 million), largely due to competition from Chinese mid-range single-panel LCD...
Wednesday 19 February 2025
China's HBM breakthrough intensifies pressure on Samsung
China's memory industry is making remarkable progress, substantially closing the technology gap with South Korea in DRAM and NAND flash manufacturing. The country has also achieved...
Wednesday 19 February 2025
Nuvoton readies Microsoft co-developed BMC chip for mass production in 2025
Nuvoton, a microcontroller (MCU) provider, is emerging stronger from inventory corrections. Driven by recent pre-shipment demand from notebook/PC clients and continued adjustments...
Wednesday 19 February 2025
Exclusive: Kaynes SemiCon expands global presence, nears OSAT customers in Japan and US
Kaynes SemiCon is strengthening its position in the outsourced semiconductor assembly and test (OSAT) market, moving closer to securing new customers from Japan and the US as part...
Wednesday 19 February 2025
Packaging firm Xintec cautious about 1H25 prospects
Xintec, a TSMC-affiliated semiconductor packaging house, anticipates that increased geopolitical uncertainties, declining market demand, and shifts in customer-supplier strategies...
Wednesday 19 February 2025
Hushan Autoparts navigates US tariffs, plans strategic acquisitions to boost market leadership
Founded in 1983, Hushan Autoparts has been a global leader in manufacturing automotive door handles for the aftermarket (AM) sector for over 40 years. In 2018, the company encountered...