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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment...
Tuesday 25 November 2025
Apple confirms sales reorganization as leadership uncertainty intensifies
Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple...
Tuesday 25 November 2025
Samsung Display vows unbeatable profits for 8.6G OLED production
Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match...
Tuesday 25 November 2025
Zhong Yang's 2026 growth driven by automotive, drone, and AR
At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three...
Tuesday 25 November 2025
OmniVision, Nio, and Axera form JV to build China's next-gen auto chips
As China's smart electric-vehicle sector accelerates and demand surges for domestically produced automotive-grade chips, the country's auto-chip ecosystem has gained a notable new...
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
Samsung Technology Conference 2025 highlights four key domains for AI transformation
At Samsung Technology Conference (STC 2025), the latest research findings in AI agents, communications, healthcare, and cybersecurity were showcased. Security, intelligent software,...
Monday 24 November 2025
German automakers scramble to reduce China dependence after Nexperia crisis
Germany's three automotive giants—Volkswagen, BMW, and Mercedes-Benz—are facing an increasingly difficult balancing act. China remains its largest and most profitable...
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second,...
Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese...

Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...
Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
Friday 21 November 2025
Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle
Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to...