Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 27 May 2026

Acer sees CPU shortages worse than memory as 2H24 PC market weakens

Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...

Wednesday 27 May 2026

ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion

Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations...

Wednesday 27 May 2026

Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements...

Wednesday 27 May 2026

Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'

On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized...

Wednesday 27 May 2026

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...

Wednesday 27 May 2026

Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy

Xiaomi placed AI at the center of its first quarter 2026 strategy, saying it will "take the agent as the core" of a new OS approach and pushing its MiMo model and token plans to drive...

Wednesday 27 May 2026

Mexico emerges as new front line in global auto supply chain

Amid a sweeping reconfiguration of global supply chains, North America—and Mexico in particular—has emerged as a critical battleground for manufacturers caught between...

Monday 25 May 2026

Physical AI boosts edge demand, lifting IPC order visibility

According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026

GoPro takeover talks highlight China's growing clout in cameras

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products...

Monday 25 May 2026

Foxtron advances full-stack EV vision at 2026 shareholder meeting

Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's...

Monday 25 May 2026

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

Monday 25 May 2026

Global PMX shifts into AI server cooling as demand for AI compute soars

Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...

Monday 25 May 2026

Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...

Sunday 24 May 2026

Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply

Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced...

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