Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 29 April 2026

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026

NXP signals structural growth as automotive and industrial drive momentum

NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...

Wednesday 29 April 2026

Samsung exits China's TV and appliance market to double down on US growth

Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...

Wednesday 29 April 2026

NXP beats expectations and lifts outlook on improving chip demand

NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...

Wednesday 29 April 2026

Texas Instruments VP makes the case for 800V power and GaN in AI data centers

Texas Instruments (TI) plans to showcase its 800V power architecture-based AI data center solutions at Computex 2026, featuring applications in humanoid robots, automotive, and edge...

Tuesday 28 April 2026

Acer's 50th anniversary focuses on talent cultivation in Taiwan

Acer is celebrating its 50th anniversary, having started in 1976 with a total capital of NT$1 million (US$31,800 in today's value). As of April 27, 2026, the broader Acer Group family...

Tuesday 28 April 2026

Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026

LG reportedly plans to expand its India manufacturing footprint

New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion)...

Tuesday 28 April 2026

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...

Tuesday 28 April 2026

OpenAI eyes agentic AI phone but faces challenges beyond chip design

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...

Tuesday 28 April 2026

Apple and Asus defy PC market slump with growth in 2026

The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...

Monday 27 April 2026

Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026

Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.

Monday 27 April 2026

Thailand's PCB industry moves upmarket, local supply gaps persist

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

Monday 27 April 2026

Apple's new CEO faces geopolitical and regulatory crosscurrents that could reshape the company's strategy

Apple's incoming chief executive confronts a web of diplomatic, political, and regulatory challenges that will test the company's ability to manage relationships with world leaders...

Monday 27 April 2026

MediaTek unveils active AI smart cockpit, advancing AI-defined vehicles

MediaTek unveiled its Dimensity Auto "active AI smart cockpit" solution at the 2026 Beijing International Automotive Exhibition. The launch marks a significant step toward the era...

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