Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 3 November 2026

Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%

The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...

Tuesday 3 November 2026

Japanese distributor turns away new customers as DDR5 prices double

A Japanese electronics distributor has stopped accepting new customers because it cannot fully supply its existing ones, Nikkei reported, as demand from AI data centers tightens...

Tuesday 3 November 2026

Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026

Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge

Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...

Tuesday 3 November 2026

Apple says 2nm transition is easing its advanced-node chip constraints

Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...

Tuesday 3 November 2026

Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive...

Tuesday 3 November 2026

Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

Tuesday 3 November 2026

Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven

Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...

Tuesday 3 November 2026

Apple's iPhone growth meets a tougher test on costs

Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating...

Tuesday 3 November 2026

Beyond the robots: Three companies to watch at FIX 2026

Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just...

Tuesday 3 November 2026

Samsung Electro-Mechanics starts mass production of ADAS MLCCs

Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS),...

Monday 2 November 2026

AMOLED advances, hitting IT LCD panels

DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV...

Monday 2 November 2026

Samsung to buy TCL CSOT stake from its own display unit for US$960 million

Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...

Monday 2 November 2026

India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad,...

Monday 2 November 2026

India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

India's semiconductor ambitions are gathering momentum as states launch new subsidies, chipmakers weigh fabs, global suppliers consider manufacturing,...

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