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Global supply chain: CE, IPC, automotive
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Sunday 31 May 2026
GIS takes AR and optical communication opportunities to pave transformation
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in...
Sunday 31 May 2026
AUO sees automotive orders setting up revenue gains from 2026
AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits...
Sunday 31 May 2026
Silicon Motion lays out AI-focused storage roadmap for edge, enterprise and automotive
Silicon Motion Technology (SMI) has released a portfolio of AI-optimized storage controllers and products ahead of Ccmputex 2026, targeting edge inference, AI PCs, enterprise AI infrastructure...
Sunday 31 May 2026
Nvidia, Microsoft and Arm hint at 'new era of PC' ahead of Computex
Nvidia, Microsoft and Arm posted identical messages on X on Friday, each displaying the words "A New Era of PC" alongside the geographic coordinates of Taipei — a coordinated...
Saturday 30 May 2026
Innolux turns to packaging, smart cockpits in higher-margin push
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Saturday 30 May 2026
Samsung, SK Hynix trail Micron as automotive memory demand rises
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM...
Saturday 30 May 2026
Google-backed robot startup tests E Ink electronic paper for humanoid skin
The humanoid robotics industry is looking beyond mechanical structures for its next wave of innovation, with materials emerging as a potential focus for new market opportunities. A...
Friday 29 May 2026
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
Friday 29 May 2026
Xiaomi names new Taiwan general manager and unveils four strategic priorities
Xiaomi unveiled new smartphones and wearables in Taiwan on May 29, while its new Taiwan general manager, Chih-sheng Liu, made his first public appearance. He outlined four priorities...
Friday 29 May 2026
Delta Electronics looks to micro grids as auto slugs through EV slowdown
Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...