Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

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...

Thursday 9 July 2026

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...

Thursday 9 July 2026

Inventec expects server shipments to rise quarterly as component shortages loom

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...

Thursday 9 July 2026

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell...

Thursday 9 July 2026

Altos posts record first-half revenue as AI education demand rises

Acer subsidiary Altos reported record revenue for June, the second quarter, and the first half of 2026 as demand for AI infrastructure in education and enterprise markets continued...

Thursday 9 July 2026

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...

Thursday 9 July 2026

Honor expands Taiwan smartphone push with flagship and midrange launches

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

Wednesday 8 July 2026

Volkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market

Volkswagen is entering one of the most critical periods in its recent history, as its supervisory board prepares to meet on July 9 to discuss a restructuring plan that could include...

Wednesday 8 July 2026

Weblink International posts record quarterly revenue on AI demand and enterprise upgrades

Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...

Wednesday 8 July 2026

LG Electronics posts higher 2Q26 revenue and operating profit

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth...

Wednesday 8 July 2026

ZillTek posts steady revenue growth on PC, auto and hearing aid demand

ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems,...

Wednesday 8 July 2026

Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

Wednesday 8 July 2026

Pegatron chairman downplays Intel CPU price hike worries

Intel confirmed on July 6 that it will raise suggested prices for consumer and server CPUs, stirring questions about whether the move will push up PC costs and affect consumer demand...

Wednesday 8 July 2026

Kinko Optical sales jump 73% as smart glasses push takes shape

Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.

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