Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 15 June 2026

India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while...

Monday 15 June 2026

Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia

Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof...

Sunday 14 June 2026

SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix

Connector and wire-harness maker SpeedTech is accelerating its shift from component supply toward systems assembly and full-unit OEM...

Saturday 13 June 2026

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and...

Friday 12 June 2026

Asus begins local gaming laptop production in India

Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains,...

Friday 12 June 2026

Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects

United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...

Friday 12 June 2026

Coretronic sees June shipments rebound after May revenue rises

Coretronic reported consolidated revenue of about NT$3.243 billion for May 2026, up 2% from April and 6% from a year earlier, supported...

Friday 12 June 2026

TSS Holdings warns long-term US operating costs are the main barrier for Taiwan suppliers

TSS Holdings and an alliance of 18 Taiwanese semiconductor materials, components and equipment firms said on June 9 that the primary challenge for small and medium-sized suppliers...

Friday 12 June 2026

Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

Qualcomm recently held its 2026 Automotive Technology and Cooperation Summit in Wuxi, Jiangsu province, marking the fourth consecutive...

Friday 12 June 2026

Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery

LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...

Friday 12 June 2026

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

Thursday 11 June 2026

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

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