Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 5 November 2025

US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

Wednesday 5 November 2025

Mature semiconductor process price wars ease as foundries report stabilizing ASPs

The semiconductor industry is witnessing a shift in the competitive dynamics of the mature process segment, with the intense price wars that had been predicted to escalate in 2025...

Wednesday 5 November 2025

AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in

Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...

Wednesday 5 November 2025

Apple’s MacBooks shine in a dull PC market

Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...

Wednesday 5 November 2025

China's chipmakers cash in on localization momentum

China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...

Tuesday 4 November 2025

iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...

Tuesday 4 November 2025

Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets

India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...

Tuesday 4 November 2025

Cisco unveils Unified Edge platform to capture AI inference market

Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security...

Tuesday 4 November 2025

IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...

Tuesday 4 November 2025

HPC and smart power reshape auto semiconductor market

The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...

Tuesday 4 November 2025

Merry Electronics drives growth with headsets, medical products in 3Q25

Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects...

Tuesday 4 November 2025

China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025

Global smartphone shipments hit record high in 3Q25 amid new product wave

Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in...

Tuesday 4 November 2025

Intel veteran takes helm at Hua Hong to drive 'China for China' strategy

Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...

Tuesday 4 November 2025

Global VCs shift focus to AI, quantum, and defense

Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing...

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