Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Saturday 8 August 2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.

Saturday 8 August 2026

Clevo bets on differentiated design for 2H26 notebook growth

Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid...

Saturday 8 August 2026

IT panel demand cools as August prices hold steady

IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...

Saturday 8 August 2026

Elan warns CPU and DRAM shortages will strain 2H26 PC demand

Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...

Friday 7 August 2026

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026

AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning...

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries

Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...

Thursday 6 August 2026

Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give...

Thursday 6 August 2026

Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese...

Thursday 6 August 2026

Primax Electronics posts higher 2Q revenue as margins come under pressure

Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

Thursday 6 August 2026

GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains

GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.

Thursday 6 August 2026

Second-tier foundries' repair rally lifts margins back to 30%

The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...

Thursday 6 August 2026

AUO warns of 2H26 panel demand pressure

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

Thursday 6 August 2026

Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...

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