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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Saturday 30 May 2026
Innolux turns to packaging, smart cockpits in higher-margin push
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Saturday 30 May 2026
Samsung, SK Hynix trail Micron as automotive memory demand rises
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM...
Saturday 30 May 2026
Google-backed robot startup tests E Ink electronic paper for humanoid skin
The humanoid robotics industry is looking beyond mechanical structures for its next wave of innovation, with materials emerging as a potential focus for new market opportunities. A...
Friday 29 May 2026
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
Friday 29 May 2026
Xiaomi names new Taiwan general manager and unveils four strategic priorities
Xiaomi unveiled new smartphones and wearables in Taiwan on May 29, while its new Taiwan general manager, Chih-sheng Liu, made his first public appearance. He outlined four priorities...
Friday 29 May 2026
Delta Electronics looks to micro grids as auto slugs through EV slowdown
Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...
Friday 29 May 2026
MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX
MediaTek will bring a broad slate of next-generation connectivity and compute technologies to COMPUTEX 2026, highlighting Wi-Fi 8, 6G concepts, optical data-center interconnects and...
Friday 29 May 2026
Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...
Thursday 28 May 2026
Lenovo bets on on-device AI to lift business PC upgrades
Lenovo is betting that rising cloud AI costs and privacy risks will drive enterprises toward on-device AI, reshaping corporate PC buying and upkeep globally. The vendor's 2026 AI agent...
Thursday 28 May 2026
Apple's entry-level push puts pressure on Windows notebook makers
Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer...