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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 8 October 2026
Laster revenue falls as AI-driven component shortage delays automotive shipments
Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed...
Thursday 8 October 2026
Acerpure hits record revenue on overseas appliance push
Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its...
Thursday 8 October 2026
Monitor brands raise prices as panel hikes loom
Major monitor brands including AOC and Philips have raised end-product prices in recent months, affecting office, home, and gaming lines, as price-increase notices from China's three...
Wednesday 7 October 2026
Apple and LG Electronics reportedly team up on branded smart home devices
Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach...
Wednesday 7 October 2026
LG Electronics 3Q26 operating profit up 13.5%, misses forecasts as cash shifts to AI cooling
LG Electronics' third-quarter results show a company whose mature businesses are generating steady cash, but not enough to meet raised expectations. The company says it will channel...
Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag
Once the global leader in robot vacuums, iRobot is trying to regain ground after bankruptcy restructuring and its takeover by contract manufacturer Shenzhen Picea Robotics. The global...
Wednesday 7 October 2026
iRobot reenters Taiwan market after restructuring, unveils five new models
The global household cleaning robot market grew by double digits in 2025, making it a key area for smart home development and intense competition in smart home devices. After filing...
Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
BOE chairman expected to meet Samsung executive as LCD panel prices rise
Chinese display makers have raised LCD panel prices as global TV makers head into the holiday season, raising costs for TV makers worldwide. BOE chairman Yanshun Chen is expected to...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Tuesday 6 October 2026
Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls...
Tuesday 6 October 2026
Drone share tops 10% as Calin Technology eyes LEO optics, auto growth
Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting...
Tuesday 6 October 2026
Meta open-sources Muse Gadgets SDK for building AI devices
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and...
Tuesday 6 October 2026
Chicony Power sees satellite, server orders surge in 4Q26
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages...