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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 28 October 2026
Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside...
Wednesday 28 October 2026
PC makers reportedly shift production back to China as AI boom drives up component costs
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage...
Wednesday 28 October 2026
IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests
Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...
Wednesday 28 October 2026
NXP's automotive content gains, industrial demand strengthen its growth outlook
NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...
Wednesday 28 October 2026
Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing
Apple's late-October hardware updates put on-device artificial intelligence at the center of devices that otherwise change little, as rising memory costs push prices higher. The new...
Wednesday 28 October 2026
NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027
NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...
Tuesday 27 October 2026
Tesla sees Cybercab becoming a new growth bet amid declining auto revenue
Tesla's automotive business weakened in the third quarter of 2026 as lower average vehicle prices and battery shortages pressured revenue and profit, while the company accelerated...
Tuesday 27 October 2026
AI demand squeezes automotive memory, pushing automakers to take control of chip supply
Expanding investment in AI data centers is putting pressure on memory supply and demand across the automotive industry. As semiconductor companies prioritize high-bandwidth memory...
Tuesday 27 October 2026
Weekly news roundup: iPhone Duo shipment target revised upward amid display issues
This week's coverage highlights shifting technology supply chains and rising demand across foldable smartphones, memory, energy storage, robotics, and AI infrastructure. Apple lifted...
Tuesday 27 October 2026
India's smartphone shipments hit a decade low in 3Q26 amid rising prices
India's smartphone shipments fell 20% year over year in the third quarter of 2026, reaching a decade low as higher memory costs pushed device prices up. The downturn highlights affordability...
Tuesday 27 October 2026
Hyundai supplier SL eyes first overseas robot deployment in US
South Korean automotive supplier SL is considering deploying its mobile dual-arm robot at a US factory in 2027 or 2028, potentially marking the system's first overseas deployment,...
Tuesday 27 October 2026
India sets October 2028 target for homegrown smartphone brand
India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded...
Tuesday 27 October 2026
Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness
Amkor Technology's latest quarter shows how a shift toward advanced packaging can strengthen profitability even when overall sales barely grow. Computing and automotive demand lifted...
Sunday 25 October 2026
China clears DeepSeek, MiniMax for overseas AI deployment
DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan...
Sunday 25 October 2026
Interview: The story of LEACHIM, a working humanoid robot from the 1970s
The robotics industry has come a long way since robots were first built starting in the mid-20th century. Yet LEACHIM, a robot teacher and one of the world's first humanoids created...