Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 19 January 2026

Research Insight: The rising chip cost inside every car is forcing a rethink in China

As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...

Monday 19 January 2026

Tesla accelerates AI chip development even with safety and software challenges

Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...

Monday 19 January 2026

TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools

Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...

Monday 19 January 2026

Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion

Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile,...

Monday 19 January 2026

US-Taiwan investment MOU brings clarity on future auto tariffs

After months of negotiation, the United States and Taiwan have reached a provisional breakthrough in their tariff talks, signing a memorandum of understanding on investment cooperation...

Monday 19 January 2026

India roundup: Acer bets on growing PC penetration

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

Monday 19 January 2026

Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...

Monday 19 January 2026

Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors

Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...

Sunday 18 January 2026

Apple and Google partnership on Gemini AI model signals major shift in Siri's personalization and privacy approach

Apple has officially confirmed a strategic collaboration with Google to use the Gemini AI model to enhance Siri and other Apple Intelligence features. The two tech giants have revealed...

Sunday 18 January 2026

Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry

The automotive electronics industry is undergoing a structural transformation unlike any it has seen before. As artificial intelligence moves from the margins to the core of vehicle...

Saturday 17 January 2026

US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector

The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components...

Saturday 17 January 2026

Amkor to close longstanding Japan chip plant as EV demand slows

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by...

Friday 16 January 2026

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...

Friday 16 January 2026

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...

Thursday 15 January 2026

Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

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