CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Friday 14 February 2025
DeepSeek domino effect? Ernie Bot, ChatGPT set to go free, reshaping AI landscape
Two of the world's leading closed-source AI models—Ernie Bot and ChatGPT—are set to become free to use, intensifying competition in the AI market. The move, widely seen...
Friday 14 February 2025
Lam Research faces scrutiny as US government probes China sales of chip equipment makers
The US is investigating the sales practices of the world's five largest semiconductor equipment makers over national security concerns, with Lam Research failing to disclose details...
Friday 14 February 2025
Taiwan's auto market sees stable growth, driven by EVs and luxury models
Taiwan's automotive market has entered a stable growth phase, with electric vehicles (EVs) and high-end models showing the most significant expansion. The global momentum for new...
Friday 14 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 6): disruptive forces reshape industry paradigm
As Sun Tzu wrote in The Art of War, "Shape it, and the enemy will follow." This ancient wisdom resonates in today's semiconductor industry, where forcing your opponent to play by...
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...
Thursday 13 February 2025
HFC's sub-group model: A blueprint for diversification beyond auto financing
Hotai Finance Corporation (HFC), Taiwan's leading auto finance company under the Hotai Motor Group, is advancing corporate transformation through a sub-group development model. By...
Thursday 13 February 2025
CXMT advances to 16nm DRAM production, pushes 15nm development
ChangXin Memory Technologies (CXMT) has accelerated its next-generation DRAM development, transitioning from 17nm to 16nm process technology for its first DDR5 product, according...
Thursday 13 February 2025
Tsang Yow, unfazed by US tariffs, continues dual approach of transmission systems and semiconductors
Transmission system specialist Tsang Yow has continued to maintain close partnerships with established carmakers, Tier 1 component suppliers, and after-market (AM) service suppliers...
Thursday 13 February 2025
Intelligent automation emerges as key solution amid US tariffs
The market views the Trump administration's tariff implementation as both a negotiating tool in international trade and an initiative to revitalize US manufacturing. Given the resource...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
Trump's promises of a friendly regulatory era
In a big change for the cryptocurrency world, President-elect Donald Trump has said he wants to use executive orders to make the regulatory environment more crypto-friendly. The most...
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...