Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 15 May 2026

Lei Jun, Musk and Cook converge at China-US state dinner

At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...

Friday 15 May 2026

OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...

Friday 15 May 2026

Nan Ya PCB targets high-end IC substrate growth amid AI demand

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...

Friday 15 May 2026

China's auto market pivots to EVs as profits erode

Rising oil prices tied to Middle East tensions have accelerated a structural shift in China's auto market, even as weakening domestic demand and intensifying price competition squeeze...

Thursday 14 May 2026

Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover

China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...

Thursday 14 May 2026

Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand

Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...

Thursday 14 May 2026

Google pivots to Gemini Intelligence, linking AI with premium hardware

Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move...

Thursday 14 May 2026

Asus's record revenue signals greater exposure to AI server demand and higher component costs

Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...

Thursday 14 May 2026

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...

Thursday 14 May 2026

Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...

Thursday 14 May 2026

Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Wednesday 13 May 2026

PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales

IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...

Wednesday 13 May 2026

Inventec sees strong AI, general-purpose server demand through 2028

Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...

Wednesday 13 May 2026

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate...

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