Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 18 March 2026

Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs

Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...

Wednesday 18 March 2026

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...

Wednesday 18 March 2026

Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Intel on March 17 launched its Core Ultra 200HX Plus series mobile processors, expanding its high-performance lineup for gaming, content...

Wednesday 18 March 2026

Oppo seeks to offset component cost pressures with global expansion and premium push

Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...

Wednesday 18 March 2026

Panel makers optimistic about 1Q26 despite February revenue declines

As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...

Wednesday 18 March 2026

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...

Tuesday 17 March 2026

MSI to increase gaming product prices by up to 30% as memory costs spike

With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...

Tuesday 17 March 2026

Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025

Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite...

Tuesday 17 March 2026

Apple acquires MotionVFX to strengthen creator tools and subscription strategy

CNBC reports that Apple has acquired video editing tools developer MotionVFX, a move aimed at strengthening its professional creative software ecosystem and expanding subscription-based...

Tuesday 17 March 2026

Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia

Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...

Tuesday 17 March 2026

WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products

As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...

Monday 16 March 2026

Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant

Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...

Monday 16 March 2026

Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

As Formula One (F1) prepares to introduce new power unit regulations in 2026, the sport faces its most dramatic technical transformation...

Monday 16 March 2026

Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026

Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...

Sunday 15 March 2026

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...

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