Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 10 September 2026

India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it

A recommended corporate-fraud investigation would reach Xiaomi at the weakest point its India business has known. India's Serious Fraud...

Thursday 10 September 2026

Elmos locks in SK keyfoundry wafer supply through 2037 as 8-inch capacity tightens

Germany's Elmos Semiconductor has secured wafer capacity from South Korea's SK keyfoundry through 2037, expanding an 18-year manufacturing...

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...

Thursday 10 September 2026

Powerlogic revenue rises for 3rd straight month on niche demand

Fan maker Powerlogic posted its third straight month of revenue growth in August 2026, with consolidated revenue reaching NT$82 million (US$2.6 million), up 2.47% month-over-month,...

Thursday 10 September 2026

Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion

Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident...

Thursday 10 September 2026

CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks

At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...

Thursday 10 September 2026

Apple just put a US$700 premium on hinges — seven supply chain takeaways

These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

Thursday 10 September 2026

Samsung India reportedly cuts jobs as memory costs squeeze electronics unit

Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand...

Thursday 10 September 2026

STMicro sees AI sales accelerating as factory transfers hold key to margin recovery

STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...

Thursday 10 September 2026

Himax launches eDP TDDI for smart cockpit displays

Himax Technologies this week announced an industry-leading automotive touch and display driver integration chip (TDDI) that supports a high-speed eDP interface, combining eDP, touch...

Thursday 10 September 2026

Global PMX sees semiconductor parts shipments strengthen

Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...

Thursday 10 September 2026

SuperAlloy advances semiconductor aluminum certification

SuperAlloy Industrial, a global automotive wheel supplier, reported August consolidated revenue of NT$550 million (approx. US$17.4 million), up 2.46% from a year earlier, and NT$5.052...

Thursday 10 September 2026

Confidence in Germany's auto repair sector slips, even as demand hits record high

The auto repair industry in Germany is facing a contradiction: confidence among industry players has been falling, even though the sector as a whole is seeing repair demand rising...

Thursday 10 September 2026

Acer's PC, non-PC businesses drive 13-year revenue high

Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August...

Thursday 10 September 2026

Apple bets on new sensors and S11 chip to differentiate its 2026 watches

Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch...

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