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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Thursday 7 August 2025
J-Star Holding lists on Nasdaq, aims to be pioneer for Taiwan's SMEs
J-Star Holding, known as YMA, was listed on the Nasdaq Stock Market on July 29, 2025. Chairman Jonathan Chiang noted that this marks a significant milestone for the company, aiming...
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
Wednesday 6 August 2025
DB Hitek rides China demand surge, targets growth in mature power semiconductors
In its second-quarter 2025 financial report, South Korean foundry DB Hitek reported strong performance driven by increased orders from Chinese customers amid rising US-China semiconductor...
Wednesday 6 August 2025
Goldkey eyes growth momentum in 2H25 by capturing AI edge memory market
Memory module manufacturer Goldkey transitioned from the emerging stock market to a listed company, achieving revenue of NT$3.163 billion (US$105.5 million) in the first half of 2025,...
Wednesday 6 August 2025
LG Electronics reportedly revives India IPO plan with scaled-down valuation amid market uncertainty
LG Electronics is reportedly preparing to revive the initial public offering (IPO) of its Indian subsidiary, months after shelving the plan due to market volatility. According to...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
Wednesday 6 August 2025
China's rise is closing in on Samsung's TV dominance
Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half...
Wednesday 6 August 2025
Quark is on: Alibaba enters Xiaomi's AI eyewear battle in China
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC)....
Wednesday 6 August 2025
Tariff relief for EU, Japan, and Korea: carmakers lives—for now
The United States has restarted global negotiations on reciprocal tariffs, offering key concessions to major auto-exporting nations—including the European Union, Japan, and...
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Tuesday 5 August 2025
BMW retains composure amid auto tariff turmoil
German automotive giants Volkswagen, BMW, and Mercedes-Benz have each responded differently to fluctuating US tariffs on European automobiles. Of the three, BMW has remained notably...
Tuesday 5 August 2025
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the...
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Tuesday 5 August 2025
Xiaomi open-sources voice AI model to enter automotive and smart home markets
Xiaomi has launched a 7-billion-parameter version of its open-source voice model, MiDashengLM, which incorporates Alibaba's open-source Qwen 2.5 series. This model focuses on in-car...