Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 8 July 2026

Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

Wednesday 8 July 2026

Pegatron chairman downplays Intel CPU price hike worries

Intel confirmed on July 6 that it will raise suggested prices for consumer and server CPUs, stirring questions about whether the move will push up PC costs and affect consumer demand...

Wednesday 8 July 2026

Kinko Optical sales jump 73% as smart glasses push takes shape

Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.

Tuesday 7 July 2026

World models can lift South Korea in self-driving tech

The global autonomous-driving industry is locked in fierce competition around end-to-end (E2E) self-driving technology, but a world model that can reason through unknown scenarios...

Tuesday 7 July 2026

Micron, Ford sign long-term memory supply agreement

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...

Tuesday 7 July 2026

Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Tuesday 7 July 2026

Microsoft cuts 4,800 jobs and resets Xbox as AI-era economics reshape its priorities

Microsoft said on July 6 that it is eliminating about 4,800 roles, or 2.1% of its global workforce, in a restructuring that falls most heavily on its commercial sales organization...

Tuesday 7 July 2026

Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

Tuesday 7 July 2026

Chicony Electronics reports June revenue gain as AI PC demand builds

Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...

Tuesday 7 July 2026

Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates

Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto...

Monday 6 July 2026

Apple price hikes spur brisk used-device trading

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished...

Monday 6 July 2026

India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at...

Sunday 5 July 2026

AI PCs, AR glasses, and robots reshape display tech

The rapid expansion of AI applications is redefining what device makers need from display technology.

Friday 3 July 2026

Apple plans five iPhone launches to capture market share amid component shortages

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production...

Friday 3 July 2026

AI server PMIC demand drives spillover orders for Taiwan chip designers

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios...

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