Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

Wednesday 8 July 2026

Volkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market

Volkswagen is entering one of the most critical periods in its recent history, as its supervisory board prepares to meet on July 9 to discuss a restructuring plan that could include...

Wednesday 8 July 2026

Weblink International posts record quarterly revenue on AI demand and enterprise upgrades

Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...

Wednesday 8 July 2026

LG Electronics posts higher 2Q26 revenue and operating profit

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth...

Wednesday 8 July 2026

ZillTek posts steady revenue growth on PC, auto and hearing aid demand

ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems,...

Wednesday 8 July 2026

Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

Wednesday 8 July 2026

Pegatron chairman downplays Intel CPU price hike worries

Intel confirmed on July 6 that it will raise suggested prices for consumer and server CPUs, stirring questions about whether the move will push up PC costs and affect consumer demand...

Wednesday 8 July 2026

Kinko Optical sales jump 73% as smart glasses push takes shape

Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.

Tuesday 7 July 2026

World models can lift South Korea in self-driving tech

The global autonomous-driving industry is locked in fierce competition around end-to-end (E2E) self-driving technology, but a world model that can reason through unknown scenarios...

Tuesday 7 July 2026

Micron, Ford sign long-term memory supply agreement

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...

Tuesday 7 July 2026

Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Tuesday 7 July 2026

Microsoft cuts 4,800 jobs and resets Xbox as AI-era economics reshape its priorities

Microsoft said on July 6 that it is eliminating about 4,800 roles, or 2.1% of its global workforce, in a restructuring that falls most heavily on its commercial sales organization...

Tuesday 7 July 2026

Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

Tuesday 7 July 2026

Chicony Electronics reports June revenue gain as AI PC demand builds

Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...

Tuesday 7 July 2026

Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates

Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto...

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