Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 20 March 2026

HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain

The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...

Friday 20 March 2026

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating...

Friday 20 March 2026

Allied Circuit sees server, IPC market growth boosting 2H26 outlook

Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...

Friday 20 March 2026

Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens

Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...

Friday 20 March 2026

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...

Thursday 19 March 2026

Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm

Samsung Electro-Mechanics (Semco) is reportedly supplying multilayer ceramic capacitors (MLCC) for low Earth orbit (LEO) satellites to the world's largest private aerospace company...

Thursday 19 March 2026

Nexperia's China split sends orders to Taiwan

Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...

Thursday 19 March 2026

Strong quarter for Jabil fueled by smart infrastructure and automotive demand

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...

Wednesday 18 March 2026

Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply

Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...

Wednesday 18 March 2026

Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks

Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions...

Wednesday 18 March 2026

Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs

Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...

Wednesday 18 March 2026

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...

Wednesday 18 March 2026

Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Intel on March 17 launched its Core Ultra 200HX Plus series mobile processors, expanding its high-performance lineup for gaming, content...

Wednesday 18 March 2026

Oppo seeks to offset component cost pressures with global expansion and premium push

Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...

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