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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 1 September 2026
Taiwan manufacturing moves into the prosperity zone as US export growth slows
Taiwan’s manufacturing business-climate indicator moved into the index’s red “prosperity” category in July, with the Taiwan Institute of Economic Research (TIER)...
Tuesday 1 September 2026
Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
Tuesday 1 September 2026
Silergy data center business surges as new products scale up
Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
Tuesday 1 September 2026
John Ternus takes over an Apple with one growth engine, no obvious second
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
Tuesday 1 September 2026
Analysis: Tim Cook hands Ternus a slower-growing but far richer Apple than the one Steve Jobs left him
When John Ternus becomes chief executive on September 1, the company he inherits will be measured on a scorecard Tim Cook wrote, not the one Steve Jobs left behind. Fifteen years of...
Monday 31 August 2026
Smart manufacturing, robotics drive renewed growth in industrial PCs
The industrial PC (IPC) industry is entering a new AI-driven recovery cycle as artificial intelligence moves into a broader range of real-world applications. Market research estimates...
Monday 31 August 2026
The architect of Apple's China machine also built its hardest problem
What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then...
Monday 31 August 2026
Cook made sustainability an Apple feature; the ledger he leaves John Ternus is mixed
Tim Cook's most durable non-financial decision was to treat environmental and social performance as product attributes rather than corporate disclosure. It worked well enough that...
Monday 31 August 2026
AI pushes autonomous driving toward a more pragmatic commercial model
AI is reshaping the autonomous driving competition by shifting automakers away from an all-or-nothing race toward higher levels of self-driving. Instead, the industry is focusing on...
Friday 28 August 2026
China's Kaizhong eyes data centers and dexterous hands
At GATE 2026, Kaizhong, a major Chinese commutator maker, used its display to showcase how its automotive business has laid the groundwork for expansion into data centers, dexterous...
Friday 28 August 2026
LG Innotek wins Zoox camera module order for robotaxi production
LG Innotek said it will mass produce and supply automotive camera modules for Zoox, Amazon's autonomous vehicle unit. The deal marks the Korean component maker's first mass production...
Friday 28 August 2026
Samsung absorbs memory costs to chase smartphone crown
Global smartphone shipments are set to shrink sharply in 2026 as soaring memory and core component prices hit the market, but Samsung Electronics is moving in the opposite direction...
Friday 28 August 2026
Global LCD TV shipments above 70 inches rise as large-screen prices fall
Global shipments of LCD TVs larger than 70 inches have climbed sharply over the past four years, with models above 98 inches rising 12-fold, according to a Nikkei report citing...
Friday 28 August 2026
China rises to No. 2 in global CMOS image sensors, overtaking Korea with 21% share
China's CMOS image sensor industry is gaining ground beyond smartphones, with robotics emerging as one of the latest areas where domestic suppliers are linking sensor technology with...
Thursday 27 August 2026
Malaysia's EV market sharpens, local brands face off against Chinese rivals
Hybrid and plug-in hybrid demand continues to grow across ASEAN, with Malaysia, Indonesia and Thailand posting the strongest sales gains. The shift is drawing local Southeast Asian...