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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Saturday 29 March 2025
LLM proliferation drives edge market growth, benefiting IPC vendors
The widespread market adoption of artificial intelligence (AI) has prompted various industries to seek AI applications for transformation and efficiency enhancement. In particular,...
Saturday 29 March 2025
SEMI Country excerpt 4: China, BYD, and the battle for EV supremacy
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality...
Friday 28 March 2025
Canada prepares retaliation on Trump's tariff, freezing Tesla's subsidies
US President Donald Trump is set to impose a 25% tariff on imported cars and related parts in April and May. In response, Canadian Prime Minister Mark Carney has vowed to defend the...
Friday 28 March 2025
Taiwan's automotive sector positioned for strategic growth amid Trump's 25% vehicle tariffs
US President Donald Trump is set to impose a 25% tariff on all imported cars starting on April 3, with additional tariffs on select auto parts, such as engines, transmissions, power...
Friday 28 March 2025
Lens Technology rides AI wave to double-digit profit growth, expands global footprint
Lens Technology reported CNY69.9 billion (approx. US$9.62 billion) in revenue for 2024, a 28.3% year-over-year increase, according to its annual results released on March 27. Net...
Friday 28 March 2025
Phison sharpens AI playbook with new partnerships, 2026 care robot in pipeline
Phison Electronics is accelerating its AI push through key partnerships, most notably with Ever Fortune.AI Co. The two companies have launched a joint venture, Chang Lian Technology,...
Friday 28 March 2025
Cook visits major AI hub in China
Apple CEO Tim Cook recently attended the 2025 China Development Forum in Beijing and has arrived in Hangzhou, a prominent hub for artificial intelligence (AI) in China. He also pledged...
Friday 28 March 2025
South Korean firms overtake Japanese rivals in high-end auto display market for the first time
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung...
Thursday 27 March 2025
IPC vendors integrate hardware and software for competitive advantage
With the increasing prevalence of artificial intelligence (AI), how to leverage AI technology to drive digital transformation in industries has become a focal point of concern.
Thursday 27 March 2025
China's DeepSeek V3 ups stakes in AI arms race—on Apple's Mac Studio
Chinese AI firm DeepSeek has quietly launched its latest large language model, V3, with no big announcement or white paper—just a simple upload to Hugging Face. The low-key...
Thursday 27 March 2025
Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech
Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product...
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of...
Thursday 27 March 2025
AI, smart devices lift Goertek to CNY100B revenue milestone in 2024
Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual...
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and...
Thursday 27 March 2025
Edge AI to drive Innodisk's 2025 growth
Innodisk's chairman, Randy Chien, forecasts that while cloud AI dominated in 2024, attention will turn to edge AI in 2025. He anticipates significant growth in edge AI, fueled by...