Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 9 September 2026

Ledlink Optics posts 21-month revenue high on AI server, auto demand

Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...

Wednesday 9 September 2026

CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem

At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation...

Wednesday 9 September 2026

Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%

Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...

Wednesday 9 September 2026

LG Display wins Sharp OLED TV supply deal for 2026 turnaround

LG Display has reportedly become Sharp's sole OLED TV panel supplier in 2026, a shift that could help lift the South Korean maker's large-size OLED business into profit for the first...

Wednesday 9 September 2026

Weblink posts record August revenue on AI, premium computing demand

Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...

Wednesday 9 September 2026

Sysgration expands Taiwan, US drone manufacturing as procurement plans advance

Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government...

Wednesday 9 September 2026

Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace...

Wednesday 9 September 2026

LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers

LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being...

Tuesday 8 September 2026

What to expect at CIOE, Shenzhen's optoelectronics mega-expo

This week, DIGITIMES heads to Shenzhen to cover an expo showcasing the world of optoelectronics, a class of technologies that serves as the link between electricity and light. In today's...

Tuesday 8 September 2026

Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps

Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line...

Tuesday 8 September 2026

Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow

The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...

Tuesday 8 September 2026

Acer Asia units post double-digit growth on strong AI orders

Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is...

Tuesday 8 September 2026

Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

Tuesday 8 September 2026

LG bets on in-cabin AI agents as South Korea races to catch China in autonomous driving

Rapid advances in China's autonomous-driving technology are increasing pressure on South Korea's auto industry to catch up, and LG Electronics is responding by expanding its push from...

Tuesday 8 September 2026

Acer India tablet deal points to deeper push in Asia-Pacific

Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding...

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