Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 2 July 2026

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026

Micron and GM strike long-term memory supply deal for vehicles

Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores...

Thursday 2 July 2026

India's smartwatch leader enters smartphone market despite surging memory cost

Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...

Thursday 2 July 2026

Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

Taiwan's major precision parts maker Eurocharm Holdings is forecasting a record-breaking 2026, driven by robust North American SUV-related demand, a structural shift toward electric...

Thursday 2 July 2026

Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial...

Thursday 2 July 2026

Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting...

Thursday 2 July 2026

Memory price relief for PC brands is expected to be temporary

Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...

Thursday 2 July 2026

Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...

Thursday 2 July 2026

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...

Thursday 2 July 2026

Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026

PlayStation to end physical game discs for new releases from 2028

In a blog post on July 1, Sony Interactive Entertainment (SIE) said it will stop producing physical discs for all new games released on PlayStation consoles beginning in January 2028,...

Thursday 2 July 2026

Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand

Connector and cable maker Alltop is signaling that global demand trends may increasingly favor AI infrastructure and a later recovery in electric vehicles, with its latest outlook...

Wednesday 1 July 2026

As Acer nears its 50th anniversary, Stan Shih says 'Business Family' model offers more sustainable future

As the Acer Group approaches its 50th anniversary, founder Stan Shih said the company's greatest legacy is not a single corporation, but what he calls the AAQW Business Family—a...

Wednesday 1 July 2026

Gus Technology names Hota Group president as chairman

Gus Technology has named Hota Group president Kuo-jung Shen as chairman after a June 30 shareholders' meeting, underscoring a deeper push into batteries, electric mobility, and energy...

Wednesday 1 July 2026

Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts

Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence...

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