Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 21 April 2025

US strengthens supply chain resiliency as China tightens rare earth controls

Following the imposition of US tariffs, China announced it would enforce export controls on certain rare earth metals—materials critical to sectors like electric vehicles, semiconductors,...

Monday 21 April 2025

Volkswagen, Horizon Robotics co-developed L2+ autonomous driving system tailored for China

Volkswagen's software arm Cariad SE and Chinese AI chipmaker Horizon Robotics have jointly developed their first autonomous driving system under the Carizon venture, which will debut...

Monday 21 April 2025

Tariff fears cloud ASML's outlook as Intel, Samsung pull back

Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain...

Monday 21 April 2025

TSMC's confidence tested by supply chain concerns

The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...

Saturday 19 April 2025

Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

Saturday 19 April 2025

Services under siege: US tech giants face cross-continental blowback

As the US-China tariff standoff intensifies, Beijing is signaling a strategic pivot—redirecting retaliation from goods to services and placing America's tech-heavy service sector...

Saturday 19 April 2025

Why 2025's consumer cycle may already be broken

The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics...

Friday 18 April 2025

Micron challenges South Korean dominance in HBM market amid tariff protectionism

Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump's current...

Friday 18 April 2025

Trump reciprocal tariff impact on auto industry

The US reciprocal tariffs on auto parts impacts Taiwanese manufacturers with revenue structure and capacity allocation becoming key risk factors.

Friday 18 April 2025

Murata's global patent blitz targets Maxscend, threatens China's TF-SAW exports

China's RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies...

Friday 18 April 2025

SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers

SK Hynix's eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha...

Friday 18 April 2025

Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act

Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder...

Friday 18 April 2025

Yageo posts strong Q1 results, eyes growth in AI and EV sectors

Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among...

Friday 18 April 2025

China bans automakers from marketing "self-driving" features

China's Ministry of Industry and Information Technology has instructed nearly 60 automotive manufacturers to cease using terms like "self-driving" and "smart driving" in marketing...

Friday 18 April 2025

Hanmi hikes TCB equipment prices by nearly 30% for SK Hynix, ends free maintenance

Hanmi Semiconductor has reportedly informed SK Hynix of a planned price increase for its thermal compression bonding (TCB) equipment, marking the first price hike since the South...

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