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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Tuesday 13 October 2026
Global PC shipments plunge 20% in 3Q26
Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
Tuesday 13 October 2026
Wistron expands Taiwan capacity with NT$8 billion investment
Wistron announced plans to invest roughly NT$8 billion (approx. US$250.67 million) to expand its production capacity in Taiwan. On October 12, the board approved an additional capital...
Tuesday 13 October 2026
Huawei car brands face trust test: Maextro brakes draw scrutiny, AITO's Europe bid uncertain
Huawei's automotive partnerships are accelerating their overseas expansion while facing growing scrutiny over product safety and brand trust. AITO is reportedly planning to enter the...
Tuesday 13 October 2026
Grenergy sees orders through 1H27 as low-speed EV demand grows
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
Tuesday 13 October 2026
E-Life Mall expands Digital City stores, surpassing 80 locations without chasing density
E-Life Mall is upgrading its physical stores, deepening digital membership management, and adopting generative AI (GenAI) and data analytics as consumer habits change. Physical retail...
Tuesday 13 October 2026
Nvidia reportedly may halt RTX 5090 production to favor RTX PRO cards, leakers claim
Nvidia may be preparing to stop making its flagship GeForce RTX 5090 graphics card and reserve the GB202 chip inside it for professional RTX PRO products, according to unconfirmed...
Monday 12 October 2026
AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...
Monday 12 October 2026
Audi's defense pivot mirrors Taiwan supply chain's AI shift
German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong...
Monday 12 October 2026
India's festive smartphone sales may slow as memory costs lift prices
India's key festive smartphone season is set to matter far beyond its borders, as higher memory costs reshape pricing, buying habits, and brand competition in a major emerging market...
Monday 12 October 2026
AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component...
Sunday 11 October 2026
IPC makers expand US production as supply chains, tariffs shift
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...
Thursday 8 October 2026
Ledlink hits record revenue as automotive optics and AI server components fuel growth
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
Thursday 8 October 2026
Samsung to exit in-house automotive AP, focus on high-margin chips
Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future...