Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 18 May 2026

Pan Jit AI revenue hits 11% as orders stretch 6 months

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...

Monday 18 May 2026

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The...

Monday 18 May 2026

Getac gains from drone and defense demand as rugged PC supply chain struggles

Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...

Monday 18 May 2026

Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing

Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...

Monday 18 May 2026

India's Tata Electronics partners with ASML to support first 300mm fab ramp-up

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a...

Monday 18 May 2026

Memory shortage gives Team Group room to favor long-term customers

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

Friday 15 May 2026

Maserati turns to Huawei as China's EV power expands into luxury cars

In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...

Friday 15 May 2026

Lei Jun, Musk and Cook converge at China-US state dinner

At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...

Friday 15 May 2026

OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...

Friday 15 May 2026

Nan Ya PCB targets high-end IC substrate growth amid AI demand

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...

Friday 15 May 2026

China's auto market pivots to EVs as profits erode

Rising oil prices tied to Middle East tensions have accelerated a structural shift in China's auto market, even as weakening domestic demand and intensifying price competition squeeze...

Thursday 14 May 2026

Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover

China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...

Thursday 14 May 2026

Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand

Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...

Thursday 14 May 2026

Google pivots to Gemini Intelligence, linking AI with premium hardware

Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move...

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