Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 9 October 2025

Speed vs. strategy: the diverging paths of Tesla and China's EV makers

In the rapidly evolving race to dominate automotive electrification and vehicle electronics, speed and timing have become the ultimate...

Thursday 9 October 2025

Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong

The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited...

Thursday 9 October 2025

Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25

Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...

Thursday 9 October 2025

NPUs aren't enough: AI devices need heterogeneous computing

Neural Processing Units (NPUs) are everywhere in consumer electronics now, from smartphones to robotic vacuums. But running AI applications effectively requires more than just NPUs—it...

Wednesday 8 October 2025

Dell doubles down on AI boom, raises growth forecasts through 2030

Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...

Wednesday 8 October 2025

Taiwan IPC US expansion to strengthen edge AI supply chain

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...

Wednesday 8 October 2025

TV panel prices to stay flat or edge down in 4Q25 on softer demand, production cuts

As the industry enters the fourth quarter of 2025, the traditional peak season for TV manufacturers is losing momentum. China's Singles' Day shopping festival stockpiling is winding...

Wednesday 8 October 2025

With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025

70% local manufacturing supports India-based boAt's growth and IPO plans

IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...

Wednesday 8 October 2025

GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...

Tuesday 7 October 2025

Huawei overtakes Apple, topping global smartwatch market

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since...

Tuesday 7 October 2025

Global funds reportedly back LG Electronics India's US$1.3 billion IPO ahead of bidding

The sovereign wealth funds of Abu Dhabi, Norway, and Singapore, along with global money managers including BlackRock Inc. and Fidelity International Ltd., have reportedly joined the...

Tuesday 7 October 2025

Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt

Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain...

Tuesday 7 October 2025

US pickups face roadblocks in Europe as vehicle standard reciprocity proves elusive

Recent US-EU tariff negotiations promised to dismantle trade barriers and establish mutual recognition of automotive standards. The US has already cut EU car import tariffs from 27.5%...

Tuesday 7 October 2025

AI demand drives PCB material prices up amid supply strain

Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...

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