Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 7 August 2026

AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning...

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries

Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...

Thursday 6 August 2026

Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give...

Thursday 6 August 2026

Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese...

Thursday 6 August 2026

Primax Electronics posts higher 2Q revenue as margins come under pressure

Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

Thursday 6 August 2026

GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains

GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.

Thursday 6 August 2026

Second-tier foundries' repair rally lifts margins back to 30%

The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...

Thursday 6 August 2026

AUO warns of 2H26 panel demand pressure

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

Thursday 6 August 2026

Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...

Thursday 6 August 2026

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026

Tung Yang July revenue rises 23% on stronger AM and OEM demand

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...

Wednesday 5 August 2026

LG Electronics posts strong second quarter as new businesses drive growth

LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...

Wednesday 5 August 2026

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...

Wednesday 5 August 2026

Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using,...

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