Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 10 July 2026

Nvidia's Jensen Huang to revisit Sega roots in Japan as AI PC competition intensifies

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting...

Friday 10 July 2026

Samsung plans new PC chip in push beyond smartphones

Samsung Electronics is developing a new chip for personal computers (PCs) as its System LSI business seeks growth beyond smartphone processors, according to ET News and the...

Friday 10 July 2026

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026

Asus June revenue tops NT$100 billion as AI servers drive growth outlook

Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...

Friday 10 July 2026

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...

Friday 10 July 2026

Hushan reports June sales as North America aftermarket demand cools briefly

Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from...

Friday 10 July 2026

EU mandates driver distraction alerts in new cars

As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard...

Friday 10 July 2026

Ledlink says recovery gathers pace as auto lens sales hit record highs

Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second...

Friday 10 July 2026

Advantech posts sharp June revenue gains as edge AI demand spreads globally

Advantech said June sales surged on stronger edge AI demand, lifting monthly and quarterly revenue to record highs and signaling firmer momentum for industrial technology markets worldwide...

Friday 10 July 2026

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...

Thursday 9 July 2026

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...

Thursday 9 July 2026

Inventec expects server shipments to rise quarterly as component shortages loom

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...

Thursday 9 July 2026

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell...

Thursday 9 July 2026

Altos posts record first-half revenue as AI education demand rises

Acer subsidiary Altos reported record revenue for June, the second quarter, and the first half of 2026 as demand for AI infrastructure in education and enterprise markets continued...

Thursday 9 July 2026

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...

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