Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 26 March 2026

China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports

Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing,...

Thursday 26 March 2026

AI Expo Taiwan 2026 opens as Industry 4.0 deepens, highlighting global industrial sovereignty implications

AI Expo Taiwan 2026 opened as global automotive manufacturing accelerates into Industry 4.0, highlighting widening industrial sovereignty gaps that will significantly affect global...

Thursday 26 March 2026

Dell sees stronger AI demand boosting early PC orders despite memory price hikes

Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...

Thursday 26 March 2026

MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026

MicroIP unveiled automotive AI advances at AI EXPO Taiwan 2026, signaling wider availability of driver monitoring and electronic rearview mirror solutions for global fleets and aftermarket...

Thursday 26 March 2026

Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers

Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...

Wednesday 25 March 2026

Denso proposes acquisition of Rohm to strengthen automotive and power control

Automotive parts giant Denso, closely linked with Toyota Motor, has officially submitted a proposal to acquire shares in Rohm Semiconductor, signaling its clear intent to pursue a...

Wednesday 25 March 2026

Samsung Galaxy S26 bridges AirDrop gap, ending 'green bubble' isolation

Samsung Electronics officially announced a transformative update to its Quick Share solution, marking a historic shift in the mobile industry by...

Wednesday 25 March 2026

TYC Brother strengthens AM and OEM dual-track strategy, with North America plant set to contribute in 2027

Aftermarket (AM) automotive lighting manufacturer TYC Brother Industrial posted NT$24.42 billion (US$763 million) in consolidated revenue in 2025, marking a recent high as the company...

Wednesday 25 March 2026

TSMC SVP Lora Ho to retire, set to join Acer as independent director

Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...

Wednesday 25 March 2026

Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...

Wednesday 25 March 2026

Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure

On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...

Tuesday 24 March 2026

DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26

Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...

Tuesday 24 March 2026

Sharp taps BD chief as CEO in post-restructuring shift

Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas...

Tuesday 24 March 2026

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026

SDV deployment of auto Tier-1 and processor players

Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.

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