Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 18 August 2026

Humanoid robots expose the limits of chasing higher TOPS

Humanoid robots are moving from demonstrations toward mass production, changing the priorities of chip design. Instead of simply chasing...

Tuesday 18 August 2026

ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds

Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...

Monday 17 August 2026

China's Vertilite commits US$741M to InP laser chips for AI optical interconnects

Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...

Monday 17 August 2026

DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy

Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...

Sunday 16 August 2026

TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts...

Sunday 16 August 2026

Flytech posts record second-quarter profit on AI demand, margin gains

Industrial PC maker Flytech Technology reported another record quarterly profit in the second quarter of 2026, driven by deeper penetration into end-market applications, stronger demand...

Friday 14 August 2026

Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027,...

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...

Friday 14 August 2026

European notebook revenue jumps 14.8% as unit sales fall

European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx...

Friday 14 August 2026

Silicon Motion completes US$1.15 billion zero-coupon bond offering

Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...

Friday 14 August 2026

Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will...

Friday 14 August 2026

Phison reports record second quarter profit as AI storage demand surges

Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...

Friday 14 August 2026

Analysis: Google's Pixel tests Android's competitive balance

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales....

Friday 14 August 2026

Lenovo turns a memory-price shock into a share gain

Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...

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