Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 14 August 2026

Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027,...

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...

Friday 14 August 2026

European notebook revenue jumps 14.8% as unit sales fall

European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx...

Friday 14 August 2026

Silicon Motion completes US$1.15 billion zero-coupon bond offering

Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...

Friday 14 August 2026

Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will...

Friday 14 August 2026

Phison reports record second quarter profit as AI storage demand surges

Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...

Friday 14 August 2026

Analysis: Google's Pixel tests Android's competitive balance

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales....

Friday 14 August 2026

Lenovo turns a memory-price shock into a share gain

Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...

Friday 14 August 2026

Qisda unit expands robot computing platform into Europe and U.S. supply chains

Acepillar, a unit of Qisda, said it has extended its industrial PC, motion control, and automation capabilities into humanoid robotics as global demand shifts toward high-compute,...

Friday 14 August 2026

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...

Thursday 13 August 2026

Pegatron profit surges on AI server shipments and stronger product mix

Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...

Thursday 13 August 2026

Asus raises server outlook as AI demand lifts record second quarter results

Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...

Thursday 13 August 2026

Asus projects up to 150% server growth as AI demand lifts results

Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...

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