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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 23 October 2025
Inventec's tie-up with Dixon marks renewed Taiwanese investment in India's electronics supply chain
Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India's Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic...
Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Nexperia crisis threatens disruption to EU and US auto production
The unfolding crisis at Dutch chipmaker Nexperia, a subsidiary of China's Wingtech Technology, is rapidly escalating from a regulatory dispute into a transatlantic warning for the...
Thursday 23 October 2025
Apple assembles new Vision Pro in Vietnam, signaling broader shift from China

Apple's updated Vision Pro headset, launching this week, may not bring sweeping new features, but the packaging reveals a quietly significant...

Wednesday 22 October 2025
Samsung challenges Apple and Meta with Galaxy XR launch
Samsung Electronics has officially released its first extended reality (XR) headset, the Galaxy XR, priced at KRW2.69 million (approx. US$1,882). It targets the mid-to-high-end market...
Wednesday 22 October 2025
Exclusive: Taiwan automakers revive exports with overseas production push
Kuozui Motors, a subsidiary of Hotai Group, will begin producing Toyota's key MPV models, Noah and Voxy, in Taiwan for export to Japan starting in the second quarter of 2026, according...
Wednesday 22 October 2025
Apple's foldable iPad faces delays amid technical challenges
Apple has hit fresh roadblocks in its ambitious attempt to reinvent the iPad with a giant foldable display, according to multiple reports. The device, internally code-named J312,...
Wednesday 22 October 2025
China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market
The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...
Tuesday 21 October 2025
New US truck and bus tariffs set to reshape global supply chains and sourcing strategies
The Trump administration has enacted a dual trade policy under Section 232 of the Trade Expansion Act, imposing tariffs on imported medium- and heavy-duty trucks and buses while maintaining...
Tuesday 21 October 2025
Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods"...

Tuesday 21 October 2025
GaN technology set to decide AI server power chip battle
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry...