Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 3 June 2025

E Ink enters new era with push into large-scale e-paper

E Ink Holdings, the global leader in electronic paper technology, held its annual shareholder meeting on May 28, with all proposals passed...

Tuesday 3 June 2025

Modem independence proves elusive as Apple and Xiaomi grapple with custom designs

Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...

Tuesday 3 June 2025

Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth

Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery...

Monday 2 June 2025

MetaAge unveils ambitious 2025 Strategy: Expanding MSP, AI integration, and cybersecurity services

MetaAge, a subsidiary of Qisda, has outlined its ambitious roadmap for 2025, with a core focus on expanding its Managed Service Provider (MSP) offerings, artificial intelligence (AI)...

Monday 2 June 2025

Nanya targets 4Q25 profitability as DDR4 rivals exit

Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements...

Monday 2 June 2025

Xiaomi's XRing O1 stirs 'self-developed' chip debate with Arm DNA and custom AI engines

Xiaomi Chairman Lei Jun unveiled the company's debut in-house mobile SoC, the XRing O1, on May 22, calling it Xiaomi's "first answer sheet" in semiconductor design. Built on TSMC's...

Monday 2 June 2025

EDA cutoff lays bare China's design fragility in advanced semiconductors

China's semiconductor sector is reeling from reports that Siemens EDA has been instructed by the US Bureau of Industry and Security (BIS)...

Monday 2 June 2025

China steps up measures to quell auto market chaos

China's car market has been grappling with the fallout from intense competition and cutthroat price slashing, forcing the government to repeatedly intervene. Misleading marketing...

Monday 2 June 2025

Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...

Monday 2 June 2025

Cloud Ninjas builds assistant robots with GenAI and creates new framework for AI smart manufacturing

Smart manufacturing has become a global consensus in the manufacturing industry due to the rapid changes in consumer market demand. The implementation scenarios that incorporate generative...

Monday 2 June 2025

Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold

Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.

Monday 2 June 2025

Samsung squeezed: TSMC scales 3nm heights, SMIC cracks 5nm

Samsung Foundry has boosted utilization with fresh 7nm and 8nm chip orders from Nintendo and multiple AI chipmakers. Yet its persistent setbacks at the 3nm node continue to spotlight...

Monday 2 June 2025

Trump's foreign students crackdown fuels China tech talent homecoming

In a sweeping crackdown on international students, US President Donald Trump has barred Harvard University from admitting foreign students—a policy likely to extend to other...

Monday 2 June 2025

Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn

When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...

Monday 2 June 2025

Nvidia revenue jumps 69% despite China chip ban costs

Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...

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