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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Sunday 11 October 2026
IPC makers expand US production as supply chains, tariffs shift
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...
Thursday 8 October 2026
Ledlink hits record revenue as automotive optics and AI server components fuel growth
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
Thursday 8 October 2026
Samsung to exit in-house automotive AP, focus on high-margin chips
Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future...
Thursday 8 October 2026
Realtek 3Q26 revenue edges up, tracks guidance
Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
Thursday 8 October 2026
Pricey local AI machines arrive as memory costs threaten PC shipments
As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio...
Thursday 8 October 2026
Witchbox eyes Taiwan channels, hospitals for AI posture platform
South Korean health tech company Witchbox is extending AI posture analysis into gym operations management, using its iPosture Pro platform to integrate body assessments, workout programs,...
Thursday 8 October 2026
Nvidia's RTX Spark hits order books, taking on Apple's Macs
Nvidia's RTX Spark superchip for Windows PCs moved from stage demos to order books on October 7, as pre-orders opened for Windows laptops built to rival Apple's unified-memory Macs...
Thursday 8 October 2026
Microsoft prices Surface Laptop Ultra at US$2,599, pitches Windows for hybrid AI
Microsoft is betting that the next reason to buy a premium Windows PC is the ability to run AI agents and large models on the machine itself, pairing its most powerful Surface laptop...
Thursday 8 October 2026
Samsung Electronics posts record quarterly profit in preliminary results
Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...
Thursday 8 October 2026
Laster revenue falls as AI-driven component shortage delays automotive shipments
Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed...
Thursday 8 October 2026
Acerpure hits record revenue on overseas appliance push
Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its...
Thursday 8 October 2026
Monitor brands raise prices as panel hikes loom
Major monitor brands including AOC and Philips have raised end-product prices in recent months, affecting office, home, and gaming lines, as price-increase notices from China's three...
Wednesday 7 October 2026
Apple and LG Electronics reportedly team up on branded smart home devices
Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach...