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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 30 October 2026
Realtek targets 30% AI revenue share by 2030
Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including...
Friday 30 October 2026
Intel's server surge faces a supply setback as PC weakness persists
Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...
Friday 30 October 2026
Dowoo Insys develops rollable OLED UTG for vehicles
South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays...
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Friday 30 October 2026
Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026

Macronix International, a global leader in non-volatile memory (NVM), has announced its participation in electronica 2026, the world's premier electronics trade fair,...

Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
LGD invests in Guangzhou for world's first 111-inch OLED line
LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The...
Thursday 29 October 2026
Memory surge leaves CPI stable, hits consumer electronics hardest
Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...
Thursday 29 October 2026
AUO's microLED setback in smartwatches, comeback in Peugeot cockpit
French automaker Peugeot has unveiled the all-electric RCZ Vision concept sports car with two transparent microLED displays in the cockpit, supplied by AUO. The screens showcase a...
Thursday 29 October 2026
Global Technology's first automotive chip headed for Hyundai, Kia
South Korean chip designer Global Technologies (GT) has secured a place in Hyundai Motor and Kia's supply chain with its first automotive semiconductor product, a smart LED module...
Thursday 29 October 2026
Asus notebook shipments hold steady as commercial PCs offset gaming decline
The global notebook market faces steep cost increases for key components including memory and processors, but Asus is keeping annual shipments relatively stable through its commercial...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...
Thursday 29 October 2026
Samsung's Harman expands China plant for ADAS, automotive computing
Samsung Electronics subsidiary Harman International has expanded its manufacturing operations in Suzhou, China, to produce automotive computing platforms and advanced driver assistance...
Thursday 29 October 2026
Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain
In an effort to reduce national security vulnerabilities tied to foreign electronics supply chains, defense technology startup Anduril Industries and chipmaker Qualcomm Technologies...