Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026

As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...

Wednesday 25 February 2026

HP posts AI-driven revenue gains, but memory costs cloud outlook

HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...

Wednesday 25 February 2026

Analog market rebalances: Texas Instruments pushes through price hikes

Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...

Wednesday 25 February 2026

Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch

Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...

Wednesday 25 February 2026

Apple's budget MacBook set for March debut as component costs increase

Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...

Tuesday 24 February 2026

Ability Enterprises enhances robot supply chain layout with Toyota-Agility Robotics partnership

Toyota Motor Manufacturing Canada (TMMC) has signed a contract with US-based Agility Robotics to deploy its Digit humanoid robots. Prior to the formal agreement, Toyota is understood...

Tuesday 24 February 2026

Apple to shift Mac Mini assembly to US in latest supply chain reshoring push

Apple will move part of its Mac Mini desktop computer production from Asia to the US, marking another step in its broader effort to localize manufacturing, according to The Wall...

Tuesday 24 February 2026

Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance,...

Tuesday 24 February 2026

Acer targets 4 non-core sectors to boost resilience in 50th year

Acer is marking its 50th anniversary in 2026 by redefining its core and non-core businesses, aiming to strengthen group resilience through expansion into four promising non-core sectors:...

Tuesday 24 February 2026

Infineon bets on humanoid robots, targets AI data center-level growth

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...

Tuesday 24 February 2026

Panasonic’s restructuring marks another step in China’s television ascent

Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense...

Tuesday 24 February 2026

Nokia licensing ruling blocks Asus and Acer online sales in Germany

Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.

Tuesday 24 February 2026

Honor to debut first humanoid robot and robot phone at MWC Barcelona

Honor Device will unveil its first humanoid robot at MWC Barcelona this week, marking the Chinese smartphone maker's formal entry into a fast-emerging sector attracting intense interest...

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