Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 19 May 2026

Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Tuesday 19 May 2026

Chipmakers rejoice as Googlebook entry heats up AI PC race

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...

Tuesday 19 May 2026

Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals

Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.

Tuesday 19 May 2026

Digital camera comeback exposes optical supply-chain talent and capacity gap

Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...

Tuesday 19 May 2026

Acer's India PC push reaches a turning point as share climbs to 21.3%

Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.

Tuesday 19 May 2026

Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%

Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...

Tuesday 19 May 2026

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...

Tuesday 19 May 2026

Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis

Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy...

Monday 18 May 2026

Pan Jit AI revenue hits 11% as orders stretch 6 months

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...

Monday 18 May 2026

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The...

Monday 18 May 2026

Getac gains from drone and defense demand as rugged PC supply chain struggles

Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...

Monday 18 May 2026

Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing

Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...

Monday 18 May 2026

India's Tata Electronics partners with ASML to support first 300mm fab ramp-up

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a...

Monday 18 May 2026

Memory shortage gives Team Group room to favor long-term customers

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

Friday 15 May 2026

Maserati turns to Huawei as China's EV power expands into luxury cars

In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...

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