Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 30 July 2025

Apple's 2Q25 earnings appear optimistic, but industry remains cautious

Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...

Tuesday 29 July 2025

Shanghai issues first L4 robotaxi permits in push for autonomous commercialization

Shanghai has issued its first demonstration licenses for Level 4 autonomous vehicles, allowing eight companies to operate fare-based...

Tuesday 29 July 2025

Nvidia scrambles back to TSMC as China H20 demand outstrips supply

The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...

Tuesday 29 July 2025

Apple closes first directly managed store in Dalian due to poor foot traffic

Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed...

Tuesday 29 July 2025

China crypto firm Bitmain plans first US factory in Trump gambit

Bitmain Technologies Ltd., the world's largest manufacturer of crypto mining hardware, plans to open its first US facility in the coming months, a strategic pivot riding the "Made...

Tuesday 29 July 2025

Intellifusion's stealth mission: AI chips in every device by 2030

Ahead of the 2025 World Artificial Intelligence Conference (WAIC), Shenzhen Intellifusion Technologies Co. launched a comprehensive portfolio of AI inference products, including the...

Tuesday 29 July 2025

Rohm's recovery strategy: deeper Denso ties and cost controls

Rohm posted a rare net loss in fiscal 2024 amid market headwinds but expects a rebound in fiscal 2025. Growth in electric vehicle and artificial intelligence demand, deeper ties with...

Tuesday 29 July 2025

TI tempers outlook as leadframe makers seek new markets

US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...

Tuesday 29 July 2025

Foxconn expands global footprint in Vietnam, India, and Mexico as China production assets decline

Foxconn has increased its investment in two US-based electric vehicle units as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical...

Tuesday 29 July 2025

Taiwan's Cold Electric expands battery production as global supply chains shift from China

Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production...

Tuesday 29 July 2025

Beijing's crackdown on BYD could reshape China's EV hierarchy

BYD, long China's undisputed leader in new energy vehicles (NEV), recently hit an unexpected bump in the road, one that may reshape the...

Tuesday 29 July 2025

No discount ahead: lower tariffs may not shift Taiwan's imported car market

As Taiwan's tariff negotiations with the United States near a critical juncture, uncertainty over the scope and scale of potential tax reductions continues to cloud the country's...

Tuesday 29 July 2025

From 'AMD killer' to AMD exec: Intel China veteran's stunning defection shocks industry

The man who once crushed AMD's dreams in China now works for them. Ian Yang, Intel China's former president dubbed the "AMD killer" for his ruthless campaign against the rival chipmaker,...

Tuesday 29 July 2025

A US$140 million lesson: Cadence case shows the cost of export control evasion

US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated...

Tuesday 29 July 2025

Zhipu unveils GLM-4.5 model as China's AI model race intensifies

On July 28, Chinese AI startup Zhipu released its latest open-source model, GLM-4.5, marking its most powerful release to date and reinforcing its ambitions in the growing field of...

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