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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 15 December 2025
Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand
Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned...
Monday 15 December 2025
Global automotive supply chains split into two competing ecosystems
The global automotive supply chain is undergoing significant restructuring driven by geopolitical tensions, particularly between the US and China. This confrontation has extended...
Monday 15 December 2025
EDT to start automotive display production in India, eyes growth amid shifting product mix
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture...
Sunday 14 December 2025
Taiwan's Hiroca to launch new Mexico coating line as US and Japanese orders rise
Hiroca Holdings, a Taiwan-based supplier of automotive interior components, said its new automated coating line in Mexico is on track to begin phased production by the end of 2025,...
Saturday 13 December 2025
How AI is giving digital cameras a second act
Digital camera brands are rebounding in 2025, releasing several new products equipped with AI, deep learning, and other functions that better align with current user needs. With the...
Friday 12 December 2025
King Shing Industrial sets 1H26 start for automated production in Thailand
King Shing Industrial is accelerating its shift into AI-enabled mobility systems while strengthening its core automotive aftermarket business in North America. The Taiwan-based motor...
Friday 12 December 2025
Camellia expands automotive sector revenue with three-phase Southeast Asia strategy
Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging...
Friday 12 December 2025
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto...
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
EU review of zero-emission car policy sparks clash over Europe’s auto future

The European Union's high-stakes climate battle is approaching a decisive moment. The European Commission is preparing to review its...

Friday 12 December 2025
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Friday 12 December 2025
UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...
Thursday 11 December 2025
Drones emerge as new growth area for rugged IPCs targeting ground control stations
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...
Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...