Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 16 September 2026

Infineon exits NOR Flash with US$1.12 billion sale to Winbond, reviving Spansion name

Winbond Electronics will buy Infineon Technologies' NOR Flash and F-RAM business for US$1.12 billion in cash and rename it Spansion, the name of the US memory pioneer whose NOR Flash...

Wednesday 16 September 2026

Soaring memory costs threaten Netronix's e-reader growth, even as new display markets stay on track

Netronix said rapidly rising memory prices are squeezing the consumer electronics supply chain, raising e-book reader costs and slowing some e-paper display projects. Even so, the...

Wednesday 16 September 2026

Samsung Exynos regains share as Galaxy phones test 2nm

Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market...

Wednesday 16 September 2026

Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a...

Wednesday 16 September 2026

Huawei reportedly scales back AITO role as Seres takes greater control

Huawei and Seres, a Chongqing-based premium manufacturer of high-end electric NEVs, are reportedly adjusting their smart vehicle partnership in the AITO brand. Huawei would shift toward...

Wednesday 16 September 2026

AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Tuesday 15 September 2026

How AI real-world deployment is rewriting IPC business models

Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics...

Tuesday 15 September 2026

AI server tracker: OEM/EMS August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026

Taiwan's Ministry of Economic Affairs builds flagship Taiwan pavilions at international expos to boost auto parts exports

The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan...

Tuesday 15 September 2026

Inside CIOE: takeaways from China's biggest optoelectronics show

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...

Tuesday 15 September 2026

South Korean firms hold 80% of the automotive OLED market

South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...

Tuesday 15 September 2026

Nvidia, MediaTek deepen 20-year chip ties

Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding...

Monday 14 September 2026

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...

Monday 14 September 2026

China's OLED expansion narrows South Korea's auto, IT panel lead

China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South...

Monday 14 September 2026

Weekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout

AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted...

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