Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 25 May 2026

Physical AI boosts edge demand, lifting IPC order visibility

According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026

GoPro takeover talks highlight China's growing clout in cameras

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products...

Monday 25 May 2026

Foxtron advances full-stack EV vision at 2026 shareholder meeting

Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's...

Monday 25 May 2026

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

Monday 25 May 2026

Global PMX shifts into AI server cooling as demand for AI compute soars

Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...

Monday 25 May 2026

Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...

Sunday 24 May 2026

Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply

Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced...

Saturday 23 May 2026

Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions...

Saturday 23 May 2026

Lenovo revenue rises 27% as AI demand helps offset PC market strain

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

Friday 22 May 2026

Forcelead Technology bets on stable 2026 as it expands into TDDI and new automotive displays

Forcelead Technology said it expects stable operations through 2026 as it rolls out a touch-TDDI product and pursues new automotive display opportunities, a development with implications...

Friday 22 May 2026

Xiaomi expands YU7 lineup with new GT model and entry-level variant

On May 21 in Beijing, Xiaomi held its "Human–Car–Home" ecosystem product launch event, where founder, chairman, and CEO Lei Jun unveiled the updated Xiaomi YU7 family,...

Friday 22 May 2026

Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions

Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry...

Friday 22 May 2026

AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26

Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...

Friday 22 May 2026

Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation

Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion...

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