Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 6 February 2026

HTC expedites AI glasses sales with channel expansion, ecosystem growth

Following the launch of its first AI smart glasses, Vive Eagle, HTC has continued to roll out operational initiatives, including expanding...

Friday 6 February 2026

Foxconn sees 35% revenue increase in January on AI server demand

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Friday 6 February 2026

Japan's consumer electronics decline: From mobile phones to TVs

Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...

Friday 6 February 2026

Huawei unveils new wearables, phones, and tablets ahead of MWC

Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...

Thursday 5 February 2026

Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%

Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...

Thursday 5 February 2026

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...

Thursday 5 February 2026

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...

Thursday 5 February 2026

Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management...

Thursday 5 February 2026

Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...

Thursday 5 February 2026

Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers

Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During...

Thursday 5 February 2026

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...

Thursday 5 February 2026

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...

Thursday 5 February 2026

Taiwan's color e-reader boom reshapes digital reading and local supply chains

Taiwan's digital reading market is entering a new expansion cycle, fueled by color e-paper adoption, a strengthening local hardware supply chain, and platforms pushing dedicated devices...

Wednesday 4 February 2026

AMD sees PC growth in 2026 despite market contraction

Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...

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