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CE, IPC, automotive trends
IN THE NEWS
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
From assembly lines to front lines, defense opens new opportunities for automakers
As low capacity utilization, steep tariffs, and fierce competition from Chinese automakers pressure the industry, significant growth in European defense spending is opening new business...
Wednesday 4 November 2026
Why defense's blue ocean is no smooth sailing for automakers
Although the defense market has emerged as a new blue ocean for the auto industry, entering it is far from smooth sailing. The main concern remains the national security sensitivities...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
TSMC's acquisition of AUO plant reshapes panel supply chain
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...
Wednesday 4 November 2026
Apple expects MacBook Neo shipments to double in 2027, sources say
Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
Wednesday 4 November 2026
Nanya Technology's October revenue hits record high for 12th consecutive month as prices rise and shipments decline
DRAM manufacturer Nanya Technology reported consolidated revenue of NT$46.476 billion (US$1.42 billion) in October 2026, up 3.07% from September and 487.73% year-over-year. Driven...
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Tuesday 3 November 2026
Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...
Tuesday 3 November 2026
Samsung reportedly plans Galaxy-style TV lineup for 2027
Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Tuesday 3 November 2026
Japanese distributor turns away new customers as DDR5 prices double
A Japanese electronics distributor has stopped accepting new customers because it cannot fully supply its existing ones, Nikkei reported, as demand from AI data centers tightens...