Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...

Wednesday 28 January 2026

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...

Wednesday 28 January 2026

As China races to localize auto chips, Taiwan locks onto upmarket

In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...

Wednesday 28 January 2026

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...

Wednesday 28 January 2026

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...

Wednesday 28 January 2026

China's TV subsidies lose traction, shipments likely to decline in 2026

China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...

Wednesday 28 January 2026

Memory shortages raise alarm across the auto industry

A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly...

Wednesday 28 January 2026

Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026

Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...

Tuesday 27 January 2026

Semco reports record revenue for 2025, driven by AI and automotive sectors

Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year,...

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...

Tuesday 27 January 2026

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.

Tuesday 27 January 2026

GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI

Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.

Tuesday 27 January 2026

Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

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