23 h. ago Nvidia, AMD to win market share in China as US eases export curbs

The sales resumption of Nvidia’s H20 processors and Advanced Micro Devices’ (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts. Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200. Under current US rules, most advanced Nvidia chips,...

Politics

29 h. ago US firms consider China market critical despite fraying relations, other issues, survey says

A new survey of American companies operating in China indicated that most of them consider the country’s market critical despite fraying bilateral relations, tariffs, economic weakness and lost market share. Nearly all respondents participating in an annual US-China Business Council survey said they cannot remain globally competitive without their business in the world’s second-largest economy, according to a report about the survey published by the advocacy group on Wednesday. This is despite...

Economics

29 h. ago US firms say China market vital despite fraying relations, other issues: survey

A new survey of American companies operating in China has indicated that most of them consider the country’s market critical despite fraying bilateral relations, tariffs, economic weakness and lost market share. Nearly all respondents participating in an annual US-China Business Council survey said they cannot remain globally competitive without their business in the world’s second-largest economy, according to a report about the survey published by the advocacy group on Wednesday. This is...

Economics

35 h. ago China’s Shipbuilding Market Share Plummets as U.S. Port Fees Loom

China’s Shipbuilding Market Share Plummets as U.S. Port Fees Loom  gCaptain

Politics

8 d. ago BYD and Geely bank on big discounts, Xpeng’s ‘super AI’ SUV : 7 EV reads

We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. BYD, Geely bank on big discounts to set record car sales, dent smaller rivals China’s leading electric vehicle (EV) makers from BYD to Geely Auto sustained their strong sales last month as big price cuts lured new buyers, helping boost their market share and heaping pressure on...

Politics

8 d. ago China’s lead in global shipbuilding may already be fading, new data suggests

China’s dominance of global shipbuilding appears to have been eroded over the past six months, according to the latest industry data, suggesting that US efforts to rein in the country’s shipyards may be starting to bite. China has been by far the world’s largest shipbuilder for years, but its shipyards saw new orders plunge 68 per cent year on year to 26.3 million deadweight tonnes in the first half of 2025, according to a Monday report from maritime consultancy Clarksons Research. South Korea,...

Politics

8 d. ago Developing | Taiwan aerospace, shipbuilding hit by Beijing export ban

Developing | Taiwan aerospace, shipbuilding hit by Beijing export ban  South China Morning Post

Events

8 d. ago Export ban for Taiwan firms a stern warning for separatist forces: Beijing

Beijing has banned the export of dual-use items to eight Taiwan-based aerospace and shipbuilding companies, including suppliers to the Taiwanese military. The move was hailed by the mainland’s Taiwan Affairs Office as a “stern warning against repeated provocations by separatist forces” in a statement on Wednesday, after the commerce ministry’s announcement of the move. According to the ministry, the companies, which include defence supplier Aerospace Industrial Development Corporation (AIDC),...

Events

1 week ago South Korea, Japan step up as US targets China’s shipbuilding – can they succeed?

As the United States vows to curb China’s dominance in shipbuilding – despite its domestic capacity being nearly nonexistent – South Korea and Japan are looking to benefit from the rivalry and reclaim their competitive edge. South Korea’s president, Lee Jae-myung, who took office a month ago, campaigned on supporting the industry – which he described as being “in major crisis”. “Shipbuilding has been a core industry driving Korea’s exports and creating jobs,” he said in a social media post on...

Events

2 w. ago Armenia seeks deeper Chinese ties, Apple’s China story: SCMP daily highlights

Catch up on some of SCMP’s biggest China stories of the day. If you would like to see more of our reporting, please consider subscribing. 1. Has Apple been trapped by China? Not so fast, analysts say A new book contending that Apple went too far in consolidating its operations in China is prompting debate among analysts of the country – some of whom say the company may have had no realistic alternatives. 2. Armenia looks to deepen ties with China for foreign policy beyond Russia The Armenian...

Politics

2 w. ago Trump has a US$30 billion plan to match China at shipbuilding. Can he win?

America’s view of China as a “pacing threat” has shaped its defence priorities as the military seeks to maintain an edge over a rapidly modernising PLA. In the last of a three-part series on how US budget tensions will affect efforts to deter China, we look at Trump’s massive funding request aimed at turbocharging naval construction. Read the rest of the series here. US President Donald Trump aims to invest tens of billions of dollars to revitalise American shipbuilding, as China’s rapidly...

Politics

2 w. ago Questions loom at Brics Rio summit about group’s effectiveness

Brics country leaders are meeting for the bloc’s annual summit in Rio de Janeiro this week, as questions loom about the group’s effectiveness as a voice of the Global South and counterweight to the Washington-led coalition of developed economies. Against the backdrop of relentless tension that US President Donald Trump has injected into America’s trade policy, this year’s gathering on July 6 and 7 will test whether the bloc can present a unified front capable of countering Trump’s efforts to...

Politics

2 w. ago Bipartisan Push to Rebuild US Shipbuilding Industry Amid China Threat

Bipartisan Push to Rebuild US Shipbuilding Industry Amid China Threat  cbn.com

Events

2 w. ago Mainland China chipmaking capacity to outstrip Taiwan by 2030: report

Mainland China is on track to surpass Taiwan in semiconductor foundry capacity by 2030, according to a report from Yole Group, underscoring Beijing’s progress in its push for chip self-sufficiency amid ongoing US tech restrictions. The mainland’s share of global foundry capacity is projected to reach 30 per cent by the end of the decade, up from 21 per cent in 2024, the French market research firm said. Taiwan is currently the market leader with a 23 per cent share last year, while mainland...

Politics

2 w. ago BYD, Geely bank on big discounts to set record car sales, dent smaller rivals

China’s leading electric vehicle (EV) makers from BYD to Geely Auto sustained their strong sales last month as big price cuts lured new buyers, helping boost their market share and heaping pressure on smaller, unprofitable rivals. BYD, the world’s largest EV builder, delivered 382,585 vehicles in June for its best month this year, the Shenzhen-based company said in a filing on Tuesday. While deliveries were little changed from May, they jumped 12 per cent from a year earlier. Geely, China’s...

Economics

2 w. ago China’s LNG Shipbuilders Defy Slowdown as Record Deliveries Seen

China’s LNG Shipbuilders Defy Slowdown as Record Deliveries Seen  Bloomberg.com

Politics

2 w. ago Chinese smartphone maker Honor moves closer to onshore share listing

China’s fourth-largest smartphone maker Honor took an important step towards a domestic stock market debut on Thursday by filing documents with securities regulators. The company completed initial public offering (IPO) counselling recordation, the formal filing of pre-IPO guidance with the China Securities Regulatory Commission (CSRC). The step is required for companies seeking to list mainland shares, known as A shares. The Shenzhen-based company, a spin-off from smartphone and...

Politics

3 w. ago CATL executive warns of risks from EV price cuts, calls on Beijing to intervene

A senior executive from Contemporary Amperex Technology (CATL), the world’s largest producer of batteries for electric vehicles (EVs), urged authorities on the mainland to intervene in the price war that is roiling the market for new energy cars. Ni Jun, CATL’s chief manufacturing officer, on Wednesday said the brutal discount war would not end if Beijing remained on the sidelines. “One big player cannot always lower prices [to gain market share] while driving out all other small rivals,” he...

Events

4 w. ago Meituan keeps tight grip on 70% of food delivery market in China, report says

Meituan, the Chinese on-demand delivery giant, is maintaining a steady hold on its 70 per cent market share in domestic food delivery, despite intensifying competition from JD.com and Alibaba Group Holding’s Ele.me, as daily orders reached 90 million in recent days, according to a report by Chinese tech media outlet Leiphone.com, citing internal data. Meituan did not comment on the report. If confirmed, it would show the challenges Meituan’s rivals face in changing consumer habits, after a price...

Society

4 w. ago How Chinese Carmakers Doubled Their Share of the European Market

How Chinese Carmakers Doubled Their Share of the European Market  The New York Times

Politics