Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 29 January 2026

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

Taiwan tops auto display revenue while China dominates volume

China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Thursday 29 January 2026

Vivo exits smart glasses race, citing three insurmountable obstacles

After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...

Wednesday 28 January 2026

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...

Wednesday 28 January 2026

As China races to localize auto chips, Taiwan locks onto upmarket

In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...

Wednesday 28 January 2026

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...

Wednesday 28 January 2026

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...

Wednesday 28 January 2026

China's TV subsidies lose traction, shipments likely to decline in 2026

China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...

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