Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 28 July 2026

Squeezed by China, Taiwan ODMs pivot to AI for new growth

China's notebook manufacturing industry is rising rapidly just as Taiwan's ODMs retreat from notebook assembly, but Wistron chairman...

Tuesday 28 July 2026

Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026

Smart glasses ignite AI device battle as China nears 80% global brand share

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...

Tuesday 28 July 2026

Apple, Micron's clash over CXMT puts White House in the middle

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed...

Tuesday 28 July 2026

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...

Monday 27 July 2026

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead

AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics,...

Monday 27 July 2026

GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates

GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its...

Monday 27 July 2026

SDC and LGD showcase shift to IT OLED at K-Display 2026

South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT...

Monday 27 July 2026

Samsung opens preorders for new foldables as Apple entry expected to reshape market

Samsung Electronics has opened preorders for its latest Galaxy Z foldable smartphones and Galaxy smartwatches, introducing new devices as the global foldable smartphone market is expected...

Monday 27 July 2026

India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

India expanded manufacturing incentives, entered private orbital launches, attracted new investment,...

Monday 27 July 2026

AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026

AUO's Micro LED push signals a broader shift from displays to smart interfaces

AUO says its Micro LED technology is moving beyond screens and into a broader smart interface platform, even as one high-profile automotive project was shelved. The company argues...

Saturday 25 July 2026

Valeo's drone-motor deal pulls a car-parts giant into France's defense-sovereignty push

Defense-tech firm Harmattan AI has picked automotive supplier Valeo to develop and build an electric drone motor in France, a modest first contract that signals two larger shifts:...

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