Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Saturday 11 July 2026

Record chip profits mask a widening divide inside Samsung

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand...

Saturday 11 July 2026

TV panel prices fall in July as weak demand expected to hit 3Q26

The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build...

Saturday 11 July 2026

SunplusIT clears Intel and AMD eUSB hurdle, starts thermal imaging shipments ahead of July listing

Sunplus Innovation Technology (SunplusIT) said on July 9, 2026, that it is preparing to become a listed company in mid-July 2026 and outlined its view on market conditions in the second...

Saturday 11 July 2026

Amtran posts 13% 1H26 revenue growth citing product mix shift

Amtran Technology reported a June 2026 consolidated revenue of NT$2.5 billion (US$78.0 million), up 23% from a year earlier, as the Taiwanese display and peripherals maker said its...

Saturday 11 July 2026

Laster lifts second-quarter revenue 13% as new vehicle launches approach

LED automotive lighting module maker Laster reported June consolidated revenue of NT$500 million (US$15.58 million), down 31.67% from May and 29.48% year on year. Even so, second-quarter...

Friday 10 July 2026

Nvidia’s Jensen Huang heads to Japan with RTX Spark as AI PC competition heats up

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting...

Friday 10 July 2026

Samsung plans new PC chip in push beyond smartphones

Samsung Electronics is developing a new chip for personal computers (PCs) as its System LSI business seeks growth beyond smartphone processors, according to ET News and the...

Friday 10 July 2026

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026

Asus June revenue tops NT$100 billion as AI servers drive growth outlook

Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...

Friday 10 July 2026

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...

Friday 10 July 2026

Hushan reports June sales as North America aftermarket demand cools briefly

Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from...

Friday 10 July 2026

EU mandates driver distraction alerts in new cars

As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard...

Friday 10 July 2026

Ledlink says recovery gathers pace as auto lens sales hit record highs

Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second...

Friday 10 July 2026

Advantech posts sharp June revenue gains as edge AI demand spreads globally

Advantech said June sales surged on stronger edge AI demand, lifting monthly and quarterly revenue to record highs and signaling firmer momentum for industrial technology markets worldwide...

Friday 10 July 2026

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...

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