Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 19 January 2026

Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...

Monday 19 January 2026

Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors

Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...

Sunday 18 January 2026

Apple and Google partnership on Gemini AI model signals major shift in Siri's personalization and privacy approach

Apple has officially confirmed a strategic collaboration with Google to use the Gemini AI model to enhance Siri and other Apple Intelligence features. The two tech giants have revealed...

Sunday 18 January 2026

Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry

The automotive electronics industry is undergoing a structural transformation unlike any it has seen before. As artificial intelligence moves from the margins to the core of vehicle...

Saturday 17 January 2026

US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector

The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components...

Saturday 17 January 2026

Amkor to close longstanding Japan chip plant as EV demand slows

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by...

Friday 16 January 2026

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...

Friday 16 January 2026

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...

Thursday 15 January 2026

Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

Thursday 15 January 2026

Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues

At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience...

Thursday 15 January 2026

Jorjin integrates US and Europe supply chains to target smart glasses

Dan Cui, head of US business development at Jorjin Technology, stated that as a designer and system integrator for various augmented reality (AR) devices, the company must continuously...

Thursday 15 January 2026

Llvision focuses on real-time translation over full-featured smart glasses

Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said...

Thursday 15 January 2026

CES 2026 insights: Taiwan IC designers push beyond consumer markets

The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...

Thursday 15 January 2026

Apple's services segment drives record revenue growth in 2025 amid slowing hardware sales

Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding...

Thursday 15 January 2026

CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market

Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence...

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