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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Sunday 15 March 2026
Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...
Sunday 15 March 2026
SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms
SiliconAuto introduced its XMotiv M3 series microcontroller units at Embedded World 2026, signaling a push to expand collaborations in Europe, CEO Gene Liu said. The company has spent...
Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Friday 13 March 2026
Acerpure expands in India with new AC line aimed at hot, energy-conscious market
Acerpure has introduced a new range of air conditioners in New Delhi as it moves to deepen its presence in India's home appliance sector, riding rising demand driven by soaring summer...
Friday 13 March 2026
USITC Section 337 investigation could reshape Taiwan's auto parts industry
On March 10, 2026, the US International Trade Commission (USITC) announced the launch of a Section 337 investigation targeting 20 automotive parts manufacturers across Taiwan, China,...
Friday 13 March 2026
Flytech's AI software drives revenue past NT$100M in 2025
To align with the industry trend of hardware-software integration, industrial PC (IPC) maker Flytech has invested in AI software development since 2019. After years of development,...
Friday 13 March 2026
Wistron boosts investments in Taiwan and US to expand AI server capacity
Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in...
Friday 13 March 2026
Acer reports higher revenue and profit for fourth quarter and full year 2025
Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached...
Friday 13 March 2026
Memory prices hit Chromebook hardest, even with AI boom
Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
Friday 13 March 2026
Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products
Apple said it will celebrate its 50th anniversary in the coming weeks with events recognizing its history and global user community, while media reports suggest the milestone could...
Friday 13 March 2026
India's PC shipments hit record in 2025 on AI notebook and enterprise demand
India's traditional PC market reached a record 15.9 million shipments in 2025, rising 10.2% year over year, according to IDC. Strong enterprise demand, rising adoption of AI-enabled...
Thursday 12 March 2026
Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...
Thursday 12 March 2026
Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26
Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...