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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Thursday 14 May 2026
Asus's record revenue signals greater exposure to AI server demand and higher component costs
Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
Thursday 14 May 2026
ASMedia reports record profit as it expands beyond PC chips into AI and automotive
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Wednesday 13 May 2026
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
Wednesday 13 May 2026
Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide
Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate...
Wednesday 13 May 2026
Y.S. Tech sees strong high-end cooling demand, but new plant costs weigh on profit
Y.S. Tech reported that demand for high-end networking IT cooling and automotive orders lifted consolidated revenue to NT$1.129 billion in the first quarter of 2026 and operating profit...
Wednesday 13 May 2026
Canada warns US tariff rollback is non-negotiable as USMCA review looms
Canada and industry groups pushed back against the prospect of linked concessions as the US prepared for a high-level summit with China on May 14 and North America readied for the...
Wednesday 13 May 2026
Google unveils Gemini-powered Android future at Android Show: I/O Edition
At the Android Show: I/O Edition on May 12, Google unveiled a comprehensive set of updates to its Android platform and related services, marking a significant shift from operating...
Wednesday 13 May 2026
Google launches Googlebook, a new AI-native laptop category built around Gemini
Google on May 12 unveiled Googlebook, a new line of laptops it describes as the first designed from the ground up for AI, merging Android's app ecosystem with ChromeOS's browser capabilities...
Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
Wednesday 13 May 2026
Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals
Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...