Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 14 July 2026

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026

Bosch starts sample production at its first US chip plant after securing up to US$225 million

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an...

Tuesday 14 July 2026

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis...

Tuesday 14 July 2026

Iron Force revenue rises in June as auto stability and AI cooling drive growth

Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business...

Tuesday 14 July 2026

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...

Tuesday 14 July 2026

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...

Monday 13 July 2026

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced...

Monday 13 July 2026

Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to...

Monday 13 July 2026

Aker rides on auto and industrial demand for quartz shipments

Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments...

Monday 13 July 2026

Trans-Sun Materials posts record revenue on AI server and HPC demand

Trans-Sun Materials Technology posted record revenue for June, the second quarter and the first half of 2026, supported by rising demand...

Monday 13 July 2026

Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen...

Monday 13 July 2026

Acer posts 13-year second-quarter revenue high on PC and diversified growth

Acer reported June consolidated revenue of NT$27.818 billion (US$864.8 million), up 6.3% from May, as the Taiwanese PC maker posted its strongest second-quarter revenue in 13 years...

Monday 13 July 2026

Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments...

Monday 13 July 2026

Western automakers tap defense manufacturing to absorb idle capacity as military spending surges

Global automakers are accelerating their expansion into defense manufacturing as geopolitical tensions fuel record military spending and persistent challenges in the automotive sector...

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