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Global supply chain: CE, IPC, automotive
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IN THE NEWS
Friday 6 November 2026
Chicony shifts toward premium PCs, AI applications as demand weakens
Chicony Electronics reported unaudited consolidated revenue of NT$5.647 billion (US$172 million) for October 2026, down 9.1% month-over-month and 24% year-over-year. Persistent global...
Thursday 5 November 2026
Acer reshuffles executives as Chan-ping Bo takes product, procurement role
Acer is set to approve a senior executive reshuffle at its board meeting on Thursday afternoon, with Acer Being Communication general manager Chan-ping Bo reportedly taking over product...
Thursday 5 November 2026
Advantech founder to hand CEO role to embedded IoT head
Industrial PC (IPC) maker Advantech announced on November 5, 2026, that founder K.C. Liu will become full-time chairman on January 1, 2027, while Miller Chang, currently president...
Thursday 5 November 2026
HP names former GSK chief Emma Walmsley as CEO
Hewlett Packard (HP) has appointed Emma Walmsley, the former head of drugmaker GSK, as its next CEO, ending a search that began after the company named an interim leader earlier this...
Thursday 5 November 2026
Price hikes, market saturation curb global telecom, consumer electronics export growth
Rising global oil prices have driven up food costs, squeezing consumer discretionary budgets for products with higher price elasticity, such as smartphones and consumer electronics...
Thursday 5 November 2026
Qualcomm to debut 6G terminal prototype at China expo, bringing AI memory to smart glasses
US chipmaker Qualcomm will present its latest developments in 6G and AI agent-powered devices at the ninth China International Import Expo (CIIE), held from November 5 to 10 at the...
Thursday 5 November 2026
SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs
Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels...
Thursday 5 November 2026
Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028
Flexium Interconnect chairman Walter Cheng said the company has emerged from the toughest operating downturn of the past two years and expects AI orders for smart glasses and infrastructure...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
From assembly lines to front lines, defense opens new opportunities for automakers
As low capacity utilization, steep tariffs, and fierce competition from Chinese automakers pressure the industry, significant growth in European defense spending is opening new business...
Wednesday 4 November 2026
Why defense's blue ocean is no smooth sailing for automakers
Although the defense market has emerged as a new blue ocean for the auto industry, entering it is far from smooth sailing. The main concern remains the national security sensitivities...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
TSMC's acquisition of AUO plant reshapes panel supply chain
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...