Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 31 July 2026

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...

Friday 31 July 2026

German joint ventures in China fall below 50% utilization as imports weaken

German auto joint ventures in China slipped below 50% capacity utilization in 2025 as weaker imported-car demand and the rapid rise of local brands reshaped the market. Mobility Global...

Friday 31 July 2026

WAIC 2026 unveils AIDV shift as physical AI gains ground

DIGITIMES Intelligence said its observations at the 2026 World Artificial Intelligence Conference (WAIC) show the automotive industry's transformation moving from software-defined...

Friday 31 July 2026

ams OSRAM's Micro LED links trade speed for scale in AI data centres

ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable...

Thursday 30 July 2026

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Qualcomm Technologies and BMW Group have signed a long-term agreement under which Qualcomm will supply compute silicon for BMW's next-generation digital cockpit and advanced driver...

Thursday 30 July 2026

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm is moving more aggressively into data centers and automotive technology, aiming to reduce its dependence on smartphones and...

Thursday 30 July 2026

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...

Thursday 30 July 2026

Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China

As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating...

Thursday 30 July 2026

Roborock sees Taiwan as a test market for smart cleaning devices

A once-mocked robot vacuum category has become central to smart home cleaning as busy lifestyles, health concerns, and climate conditions...

Thursday 30 July 2026

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...

Thursday 30 July 2026

Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

A Taiwan startup says it has found a way to hide advanced eye-tracking technology inside what looks like an ordinary pair of glasses...

Wednesday 29 July 2026

NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026

NXP sees physical AI entering a decade-long adoption cycle

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely...

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