Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 16 June 2026

Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset

After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that...

Monday 15 June 2026

Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision

Below are the most-read DIGITIMES Asia stories from the week of June 8-14, 2026:

Monday 15 June 2026

Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology...

Monday 15 June 2026

India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while...

Monday 15 June 2026

Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia

Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof...

Sunday 14 June 2026

SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix

Connector and wire-harness maker SpeedTech is accelerating its shift from component supply toward systems assembly and full-unit OEM...

Saturday 13 June 2026

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and...

Friday 12 June 2026

Asus begins local gaming laptop production in India

Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains,...

Friday 12 June 2026

Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects

United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...

Friday 12 June 2026

Coretronic sees June shipments rebound after May revenue rises

Coretronic reported consolidated revenue of about NT$3.243 billion for May 2026, up 2% from April and 6% from a year earlier, supported...

Friday 12 June 2026

TSS Holdings warns long-term US operating costs are the main barrier for Taiwan suppliers

TSS Holdings and an alliance of 18 Taiwanese semiconductor materials, components and equipment firms said on June 9 that the primary challenge for small and medium-sized suppliers...

Friday 12 June 2026

Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

Qualcomm recently held its 2026 Automotive Technology and Cooperation Summit in Wuxi, Jiangsu province, marking the fourth consecutive...

Friday 12 June 2026

Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery

LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...

Friday 12 June 2026

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

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