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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 30 June 2026
Notebook supply chains brace for weaker 2026 peak season

Notebook supply chains are preparing for a softer-than-usual 2026 peak season, with shipments expected to ease from the third quarter...

Tuesday 30 June 2026
Taiwanese smartphone shipments face deeper pressure as component costs rise
Rising inflation and higher prices for memory and processors are squeezing smartphone shipments in Taiwan, with the market's recovery likely to remain uneven for many readers worldwide...
Tuesday 30 June 2026
PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses
PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design...
Monday 29 June 2026
Taiwan optics makers eye humanoid robot vision market as deployments accelerate
As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...
Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Monday 29 June 2026
BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push
BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into...
Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Monday 29 June 2026
FIT consolidates EV charging brands, builds Saudi plant to localize supply
Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance,...
Monday 29 June 2026
AI drives TV platforms as Samsung and LG chase smart-home ecosystems
South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese...
Monday 29 June 2026
Jih Lin rides AI power demand to clip packaging
Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
Sunday 28 June 2026
Smartwatch sales return to growth as AI and health features lift demand
Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...
Sunday 28 June 2026
CALIN shifts into land, sea, air and space markets as Starlink samples move forward
CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan...
Friday 26 June 2026
Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Acer channel arm Weblink International remains upbeat on the second half of 2026, even as the PC industry looks increasingly likely to see...

Friday 26 June 2026
Global intelligent eyewear market surges as AR and smart glasses gain ground
Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...
Friday 26 June 2026
Analysis: Why Apple can't wait out this memory shortage
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.