Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 21 July 2026

Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component...

Tuesday 21 July 2026

India's smartphone shipments fall as memory costs bite

India's smartphone market was hit by a sharp second-quarter decline that may matter well beyond the country's borders, as higher component...

Tuesday 21 July 2026

Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers

Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...

Monday 20 July 2026

Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026

Commentary: Apple sues OpenAI, but Trump holds the whistle

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

Monday 20 July 2026

Edge AI becomes China's next battleground as ModelBest tops US$2.8 billion valuation

China's latest wave of investment in edge AI signals a shift toward large-scale commercialization as the country accelerates the deployment of on-device AI across consumer and industrial...

Monday 20 July 2026

Hotai Leasing plans August listing as mobility business expands

Hotai Leasing Co., Ltd. plans to list its shares in early August 2026 as the Taiwan-based vehicle leasing provider expands its mobility and used-car businesses.

Monday 20 July 2026

India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly

India is broadening its technology strategy from attracting chip factories to building semiconductor equipment, materials, AI capabilities, supply chains and trade partnerships as...

Saturday 18 July 2026

LG bets on India as its biggest AC base, as its third plant runs ahead of schedule

LG Electronics is on course to bring its third Indian plant online earlier than planned, a step that would make India the company's single largest air-conditioner production base and...

Saturday 18 July 2026

TCL starts OLED monitor panel production ahead of Guangzhou fab opening

TCL CSOT has started producing a 27-inch inkjet-printed OLED monitor panel at its Gen 5.5 line in Wuhan, giving the Chinese display maker an early foothold in consumer OLED monitors...

Friday 17 July 2026

Micron SCA covers 7 auto customers, boosts supply chain

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive...

Friday 17 July 2026

Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...

Friday 17 July 2026

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add...

Friday 17 July 2026

Micron locks in automotive supply agreements as vehicle tech grows smarter

Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm,...

Friday 17 July 2026

Memory suppliers push prices higher as Apple and automakers face tighter supply

Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...

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