Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

Thursday 11 June 2026

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Thursday 11 June 2026

Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries

China's electric vehicle (EV) leader, BYD, is pushing aggressively into the next frontier of automotive competition: artificial intelligence.

Thursday 11 June 2026

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric...

Wednesday 10 June 2026

TXC eyes 30% optical module share by 2027

AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....

Wednesday 10 June 2026

Aker to expand capacity by 20% as auto demand drives growth

Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

Wednesday 10 June 2026

World Cup demand and advertising economics keep TV prices stable despite rising memory costs

Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...

Wednesday 10 June 2026

Apple moves private cloud compute to third party with Google Cloud AI

Apple unveiled its third-generation foundation models at WWDC 2026, marking a major shift in its artificial intelligence strategy with implications for users worldwide. The new Siri,...

Wednesday 10 June 2026

AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech

As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...

Wednesday 10 June 2026

QBit Semiconductor to buy 60% of Singapore-based Sinchip to boost ASIC design services

QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets....

Wednesday 10 June 2026

Sysgration scales drone ground control and smart glasses as industrial edge revenue rises

Sysgration expanded its industrial PC and edge-computing business into drone ground control systems and smart glasses, and said shipments of IPCs and drone GCS flight control systems...

Wednesday 10 June 2026

COMPUTEX highlights a shift to prefabricated AI data centers

At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...

Wednesday 10 June 2026

Posiflex sees orders through 3Q26, shuns price war

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

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