Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 1 May 2026

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Friday 1 May 2026

Commentary: Honor's robot win highlights thermal edge in robotics

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...

Thursday 30 April 2026

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest,...

Thursday 30 April 2026

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...

Thursday 30 April 2026

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...

Thursday 30 April 2026

Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength

Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...

Thursday 30 April 2026

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...

Thursday 30 April 2026

Samsung highlights stable 4nm tech as AI, automotive demand grow

Samsung Electronics is emphasizing the maturity and yield stability of its 4nm FinFET process as it seeks to secure more foundry customers, amid rising demand for larger and more complex...

Thursday 30 April 2026

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....

Thursday 30 April 2026

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...

Thursday 30 April 2026

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Although demand prospects for consumer applications remain relatively weak in 2026, major Taiwanese IC design companies focused on networking infrastructure chips — including...

Wednesday 29 April 2026

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026

NXP signals structural growth as automotive and industrial drive momentum

NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...

Wednesday 29 April 2026

Samsung exits China's TV and appliance market to double down on US growth

Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...

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