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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success
Samsung Electronics posted strong overall results for the third quarter of 2025, driven primarily by its semiconductor and mobile businesses. However, the home appliance and TV divisions...
Friday 31 October 2025
Apple posts record iPhone revenue despite supply constraints
Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising...
Friday 31 October 2025
Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy
Apple CEO Tim Cook reiterated that the company's US$600 billion US investment plan over the next four years. The investment, which will focus on advanced manufacturing, silicon engineering,...
Friday 31 October 2025
Tim Cook sees China growth returning on strong iPhone 17 momentum
Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic,"...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first...
Thursday 30 October 2025
Primax Electronics eyes new growth phase in 2027 driven by automotive and AIoT
Acoustoelectric component maker Primax Electronics maintained steady operations in the third quarter of 2025, fueled by strong shipments of automotive and AIoT products that sustained...
Thursday 30 October 2025
GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility
GlobalFoundries announced plans to invest EUR1.1 billion to expand its semiconductor manufacturing operations at its Dresden, Germany site. The investment, part of the project known...
Thursday 30 October 2025
Meta’s headset slump clouds short term, but AI glasses point to brighter future
Meta Platforms has projected a year-over-year decline in fourth-quarter revenue for its Reality Labs division, attributing the decrease primarily to the timing of product launches...
Thursday 30 October 2025
Nexperia's export ban sparks Brazil auto shutdown fears
Brazil's government has warned of an impending semiconductor shortage that could halt car production within weeks, the latest fallout from the Dutch government's takeover of Chinese-owned...
Wednesday 29 October 2025
Unified packaging standards seen as key to meeting AI and automotive demands
Taiwan's printed circuit board (PCB) manufacturers and outsourcing semiconductor assembly and test (OSAT) providers are positioned for significant growth driven by artificial intelligence...
Wednesday 29 October 2025
International firms join Taiwan supply chain to launch AI accelerator platform
To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan...
Wednesday 29 October 2025
Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs
Taiwan's electric vehicle (EV) market is poised to enter a new phase of fierce competition by the end of 2025, as the island's three major automotive groups prepare to launch a wave...