Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Sunday 1 March 2026

Chipmakers pivot to new growth areas as memory shortages weigh on smartphones

Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...

Sunday 1 March 2026

BenQ Materials to regain momentum as medical business anticipates double-digit growth

Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...

Saturday 28 February 2026

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...

Saturday 28 February 2026

UK self-driving startup Wayve secures US$1.2 billion to expand robotaxi plans

Wayve, the UK-based autonomous driving startup, has raised US$1.2 billion in a Series D funding round, pushing its valuation to US$8.6 billion. The round was led by venture capital...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026

As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...

Wednesday 25 February 2026

HP posts AI-driven revenue gains, but memory costs cloud outlook

HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...

Wednesday 25 February 2026

Analog market rebalances: Texas Instruments pushes through price hikes

Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...

Wednesday 25 February 2026

Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch

Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...

Wednesday 25 February 2026

Apple's budget MacBook set for March debut as component costs increase

Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...

Tuesday 24 February 2026

Ability Enterprises enhances robot supply chain layout with Toyota-Agility Robotics partnership

Toyota Motor Manufacturing Canada (TMMC) has signed a contract with US-based Agility Robotics to deploy its Digit humanoid robots. Prior to the formal agreement, Toyota is understood...

Tuesday 24 February 2026

Apple to shift Mac Mini assembly to US in latest supply chain reshoring push

Apple will move part of its Mac Mini desktop computer production from Asia to the US, marking another step in its broader effort to localize manufacturing, according to The Wall...

Tuesday 24 February 2026

Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance,...

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