Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 2 November 2026

Samsung to buy TCL CSOT stake from its own display unit for US$960 million

Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...

Monday 2 November 2026

India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad,...

Monday 2 November 2026

India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

India's semiconductor ambitions are gathering momentum as states launch new subsidies, chipmakers weigh fabs, global suppliers consider manufacturing,...

Sunday 1 November 2026

Tesla at a historic crossroads as Musk bets on AI, space to revive growth

From the spectacular flying demonstration of its next-generation Roadster to the prospect of a merger with SpaceX, Tesla appears to be approaching a historic strategic turning poin...

Saturday 31 October 2026

Renesas expands AI data center capacity, targets 33.2% margin in 2026

Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...

Friday 30 October 2026

Realtek targets 30% AI revenue share by 2030

Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including...

Friday 30 October 2026

Intel's server surge faces a supply setback as PC weakness persists

Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...

Friday 30 October 2026

Dowoo Insys develops rollable OLED UTG for vehicles

South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays...

Friday 30 October 2026

AUO returns to a third-quarter loss as panel demand weakens

AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...

Friday 30 October 2026

Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026

Macronix International, a global leader in non-volatile memory (NVM), has announced its participation in electronica 2026, the world's premier electronics trade fair,...

Thursday 29 October 2026

China's auto supply chain shifts from price wars to value competition

China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...

Thursday 29 October 2026

LGD invests in Guangzhou for world's first 111-inch OLED line

LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The...

Thursday 29 October 2026

Memory surge leaves CPI stable, hits consumer electronics hardest

Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...

Thursday 29 October 2026

AUO's microLED setback in smartwatches, comeback in Peugeot cockpit

French automaker Peugeot has unveiled the all-electric RCZ Vision concept sports car with two transparent microLED displays in the cockpit, supplied by AUO. The screens showcase a...

Thursday 29 October 2026

Global Technology's first automotive chip headed for Hyundai, Kia

South Korean chip designer Global Technologies (GT) has secured a place in Hyundai Motor and Kia's supply chain with its first automotive semiconductor product, a smart LED module...

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