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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag
Once the global leader in robot vacuums, iRobot is trying to regain ground after bankruptcy restructuring and its takeover by contract manufacturer Shenzhen Picea Robotics. The global...
Wednesday 7 October 2026
iRobot reenters Taiwan market after restructuring, unveils five new models
The global household cleaning robot market grew by double digits in 2025, making it a key area for smart home development and intense competition in smart home devices. After filing...
Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
BOE chairman expected to meet Samsung executive as LCD panel prices rise
Chinese display makers have raised LCD panel prices as global TV makers head into the holiday season, raising costs for TV makers worldwide. BOE chairman Yanshun Chen is expected to...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Tuesday 6 October 2026
Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls...
Tuesday 6 October 2026
Drone share tops 10% as Calin Technology eyes LEO optics, auto growth
Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting...
Tuesday 6 October 2026
Meta open-sources Muse Gadgets SDK for building AI devices
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and...
Tuesday 6 October 2026
Chicony Power sees satellite, server orders surge in 4Q26
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages...
Tuesday 6 October 2026
Analysis: China automakers' US entry paths remain open
The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might...
Monday 5 October 2026
Quanta suspends HP supply for a week to press for higher NB prices
Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...
Monday 5 October 2026
Samsung reportedly turns to Winbond for TV DRAM as legacy memory supply tightens
Samsung Electronics plans to buy DRAM from Taiwan's Winbond Electronics starting in 2027 and is considering using it in about half of its televisions, South Korean publication The...
Monday 5 October 2026
Acer tops Canada's Windows PC market in August
Acer said it led Canada's Windows personal computer market in August 2026, according to the latest Circana data. The company reported a 22.9% market share in the country and said its...
Monday 5 October 2026
India roundup: India deepens its role in global technology supply chains

India is expanding its role across semiconductors, electronics and digital services, as new investment rules, supply-chain localization and Apple...