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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 10 September 2026
Global PMX sees semiconductor parts shipments strengthen
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...
Thursday 10 September 2026
SuperAlloy advances semiconductor aluminum certification
SuperAlloy Industrial, a global automotive wheel supplier, reported August consolidated revenue of NT$550 million (approx. US$17.4 million), up 2.46% from a year earlier, and NT$5.052...
Thursday 10 September 2026
Confidence in Germany's auto repair sector slips, even as demand hits record high
The auto repair industry in Germany is facing a contradiction: confidence among industry players has been falling, even though the sector as a whole is seeing repair demand rising...
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August...
Thursday 10 September 2026
Apple names a 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells
Apple used its 2026 iPhone launch to do two things it had avoided for years: it named the process node in its flagship chip, and it raised the price of phones already on sale. Both...
Thursday 10 September 2026
Apple bets on new sensors and S11 chip to differentiate its 2026 watches
Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch...
Thursday 10 September 2026
Apple's first foldable lands at US$1,999, and the constraint is the panel
Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899...
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...