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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 7 March 2025
Sunon revises 1Q25 outlook to optimistic as AI server demand surges
Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Friday 7 March 2025
Chelic anticipates growth amid rising industrial automation demand
The global trend of industrial automation, coupled with rising labor costs and the need for greater production efficiency, is driving strong demand for robotics and automotive components...
Friday 7 March 2025
Alibaba Cloud makes its debut at MWC with strategic focus on 'GROW' strategy
Alibaba Cloud debuted at the Mobile World Congress (MWC) and hosted a global summit during the event. Wei-guang Liu, SVP of Alibaba Cloud Intelligent Group, highlighted the rising...
Friday 7 March 2025
Inventec posts record-high February revenue driven by AI servers
Taiwanese ODM Inventec posted its strongest February revenue, reaching NT$51.67 billion (US$1.57 billion), driven by strong momentum for AI servers.
Friday 7 March 2025
Lenovo to build all PCs in India for local market, launch AI server plant
Lenovo has unveiled a plan to manufacture all its PC models in India exclusively for the Indian market over the next three years. The company is also preparing to manufacture GPU-based...
Friday 7 March 2025
Dynamic Electronics eyes revenue growth as Thai factory ramps up high-end PCB production
Jean Liu, president of PCB manufacturer Dynamic Electronics, announced that first-quarter revenue is expected to remain flat from the previous quarter, with just one-month order visibility...
Friday 7 March 2025
Getac sees defense, energy push rugged PC demand in 2025
Getac Technology Chairman James Huang highlighted Europe's sharp rise in military spending, particularly in Germany, amid the ongoing Russia-Ukraine war. The company is engaged in...
Friday 7 March 2025
LG Group expands India strategy amid geopolitical risks with chairman's visit
LG Group chairman Kwang-mo Koo traveled to India to assess the company's R&D, production, and distribution as LG commemorates 30 years in the market. This visit aligns with LG's...
Friday 7 March 2025
AI-capable PC shipment share rises to 23% in 4Q24, says Canalys
AI-capable PC shipments hit 15.4 million units in the fourth quarter of 2024, accounting for 23% of all PC shipments during the quarter, according to the most recent data from Canalys,...
Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Thursday 6 March 2025
Allegro deems Onsemi's $6.9B cash bid "inadequate"
In a bold move that is shaking up the semiconductor industry, Onsemi has publicly disclosed an unsolicited proposal to acquire Allegro MicroSystems for US$35.10 per share in cash,...
Thursday 6 March 2025
A+H IPO rush: Goertek Microelectronics and industry giants fast-track HK listings
The "A+H" dual-listing model—where companies trade shares on both Mainland China's A-share market and the Hong Kong Stock Exchange (HKEX)—is gaining momentum. More Chinese...
Thursday 6 March 2025
Edison Opto expedites localization strategy in Europe amid tariff concerns
In response to recent tariffs and geopolitical risks, Edison Opto's board approved the establishment of a subsidiary in Europe in December 2024. The company believes that tariff concerns...
Thursday 6 March 2025
Hiwin showcases robotic components at TIMTOS 2025
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises,...