Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 18 February 2026

Qualcomm commits up to US$150 million to back AI startups in India

US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial...

Wednesday 18 February 2026

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 18 February 2026

Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across...

Wednesday 18 February 2026

GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores...

Tuesday 17 February 2026

Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay

A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...

Tuesday 17 February 2026

Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai

Apple Inc. has announced a "special Apple experience" scheduled for March 4, 2026, at 9:00 a.m. Eastern Time, according to invitations sent to media and industry guests.

Tuesday 17 February 2026

GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal

GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor...

Monday 16 February 2026

Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

Saturday 14 February 2026

China sets price guidelines to curb cutthroat EV competition

China's State Administration for Market Regulation (SAMR) issued a set of guidelines on February 12 aimed at regulating pricing throughout the automotive production process, as part...

Friday 13 February 2026

AUO to hire 1,000 in 2026 as AI expands display, smart mobility push

Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction...

Friday 13 February 2026

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...

Friday 13 February 2026

Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says

Taiwan's Executive Yuan announced that US-made vehicles will face zero tariffs and no import quantity restrictions after a trade agreement with the US. Automotive industry representatives...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Friday 13 February 2026

Psyonic's plug-and-play robotic hand enters Apptronik's humanoid ecosystem

Robotic end effectors, particularly dexterous hands, have become a critical bottleneck in the commercial deployment of humanoid robots. US start-up Psyonic is addressing this gap with...

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