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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 10 November 2026
Global smartphone revenue rises despite sharp shipment decline
Global smartphone revenue rose 3% year on year to US$114 billion in the third quarter of 2026, even as shipments fell 19%, highlighting a worldwide shift toward more expensive devices...
Tuesday 10 November 2026
Automotive component maker PMX doubles semiconductor revenue share to 20%
Automotive powertrain and safety component maker Global PMX reported 3Q26 consolidated revenue of NT$2.417 billion (US$73.76 million), up 5.87% quarter-on-quarter and 24.59% year-on-year...
Tuesday 10 November 2026
Himax sees 4Q26 auto DDI orders plunge
Himax Technologies expects fourth-quarter 2026 revenue decline after automotive customers reduced orders following inventory restocking, highlighting the volatility of semiconductor...
Tuesday 10 November 2026
Laster Tech posts third-quarter loss as shortages delay shipments
Taiwanese LED automotive lighting module maker Laster Tech reported a net loss of NT$150 million in the third quarter of 2026, as component shortages disrupted production schedules...
Monday 9 November 2026
Nvidia's Korea deals proceed despite Jensen probe as Kakao Mobility signs Level 4 autonomous driving pact
Nvidia is pitching South Korea's factories as the proving ground for robots trained in simulation. At its AI Day Seoul 2026 event on November 9, the company detailed physical AI projects...
Monday 9 November 2026
Chang Wah Technology holds high utilization, boosts China investment
Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite...
Monday 9 November 2026
China's smart cockpits reach 100% domestic assembly, but foreign tech still controls over 70% of the core
China accounts for approximately 36% of the global smart cockpit market, with an established presence in automotive displays, head-up displays (HUDs), voice interaction and cockpit...
Monday 9 November 2026
Alphabet's Qualcomm stake signals deeper partnership as chipmaker targets AI data centers
Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Saturday 7 November 2026
WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover
WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their...
Saturday 7 November 2026
Interview: Infineon's first RISC-V automotive MCU is built for a decade-plus production run
Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the...
Friday 6 November 2026
Vivo, BYD formalize alliance: Why automakers must capitalize on smartphone integration over proprietary apps
Mobile technology giant Vivo and new energy vehicle leader BYD have officially signed a comprehensive strategic cooperation agreement, marking a major milestone in smart mobility.