Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 30 September 2026

EOI lays out three growth engines, eyes AI optical communications

Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module...

Wednesday 30 September 2026

Acer targets new niches in mature device markets with education tablets, e-paper displays

Acer's recent launches of tablets and e-paper displays have raised a broader question: how can the company carve out growth in mature markets already dominated by established brands?...

Wednesday 30 September 2026

Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy

Foxconn has partnered with Chinese automotive design and engineering services provider IAT Automotive Technology to establish Beijing Futekang Intelligent Robot Technology, extending...

Wednesday 30 September 2026

Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026

Memory shortage pushes TV semiconductors above panel costs

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs...

Wednesday 30 September 2026

Acer turns 50, marks it with a musical produced by its founder

Acer marked its 50th anniversary on September 28, 2026, with the premiere of Smile for Half a Century, a commemorative musical that...

Wednesday 30 September 2026

Commentary: Garmin returns to OLED, putting Micro LED on notice

Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...

Wednesday 30 September 2026

Micro LED smartwatches set back as costs remain a fatal hurdle

Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has...

Tuesday 29 September 2026

GF's MIPS bets on RISC-V physical AI, expands into autos and data centers

MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical...

Tuesday 29 September 2026

Meta adds camera-free AI glasses as Samsung prepares 2026 launch

Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...

Sunday 27 September 2026

Nvidia's push for personal AI computers points to a broader shift toward on-premise compute

Nvidia is positioning its newest personal AI system as more than a developer tool. By putting DGX Spark on desks and, eventually, in...

Sunday 27 September 2026

China wields LCD pricing power as OLED patent war with Samsung heats up

Chinese LCD panel manufacturers are issuing price adjustment notices to their clients, a move poised to increase television manufacturing costs for South Korean tech giants Samsung...

Friday 25 September 2026

BOE supplies panel for LG's 5K Mini LED gaming monitor

China's BOE is supplying the panel for LG Electronics' 27-inch UltraGear evo 27GM950B, putting the display maker's technology in one of LG's premium gaming monitors as BOE expands...

Friday 25 September 2026

China's autonomous-driving suppliers confront the limits of software moats

Chinese autonomous-driving software specialist Momenta posted a strong first-half performance, with gross margin reaching 73.2% and...

Thursday 24 September 2026

ASRock Industrial revenue jumps 95% in 1H26 on North America deal

ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract...

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