Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 3 July 2026

AI server PMIC demand drives spillover orders for Taiwan chip designers

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios...

Friday 3 July 2026

Turvo shifts North America production as robot revenue target rises before 2029

Turvo International said it has expanded its manufacturing footprint across Taiwan, China and the US to reduce exposure to tariffs and geopolitical risk, while preparing for a bigger...

Friday 3 July 2026

Turvo expands auto business and targets growth in five new markets

Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors...

Friday 3 July 2026

Taiwan, Japan deepen end-of-life vehicle recycling cooperation to unlock circular economy opportunities

As global efforts toward the circular economy and net-zero emissions accelerate, the European Union has continued revising its End-of-Life Vehicles (ELV) Directive to establish a vehicle...

Friday 3 July 2026

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Thursday 2 July 2026

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026

Micron and GM strike long-term memory supply deal for vehicles

Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores...

Thursday 2 July 2026

India's smartwatch leader enters smartphone market despite surging memory cost

Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...

Thursday 2 July 2026

Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

Taiwan's major precision parts maker Eurocharm Holdings is forecasting a record-breaking 2026, driven by robust North American SUV-related demand, a structural shift toward electric...

Thursday 2 July 2026

Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial...

Thursday 2 July 2026

Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting...

Thursday 2 July 2026

Memory price relief for PC brands is expected to be temporary

Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...

Thursday 2 July 2026

Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...

Thursday 2 July 2026

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...

Thursday 2 July 2026

Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

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