Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 22 September 2026

Tesla speeds up Optimus mass production with China supply chain visits

Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze...

Monday 21 September 2026

EV battery demand is going global, yet material supply remains overwhelmingly Chinese

For years, the global EV industry has been characterized by a persistent trend to diversify its manufacturing footprint beyond China...

Monday 21 September 2026

ACES targets AI compute, power with cable ramp-up

High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs)...

Monday 21 September 2026

Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as...

Sunday 20 September 2026

AI capacity crunch drives up consumer tech costs, deepening China's deflation

Surging AI server demand is reshaping consumer electronics. Memory costs have risen sharply this year, prompting Huawei, Oppo, Xiaomi and Apple to raise prices on some smartphones...

Saturday 19 September 2026

Beyond Volkswagen, XPeng seeks to turn automotive R&D into a global tech enterprise

It has become increasingly evident that one of the factors undermining China's unparalleled competence in the global EV industry is manufacturing scale. But the continued development...

Saturday 19 September 2026

Ams OSRAM takes an automotive-qualified force sensor into robotic hands

Ams OSRAM is pushing its optical force sensor line into robotic hands on the argument that incumbent piezoelectric solutions cannot hold a reading, and it is using automotive qualification...

Friday 18 September 2026

Winbond cements server NOR lead with Infineon deal

Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...

Friday 18 September 2026

Corning to raise display glass substrate prices 15% from 4Q26

Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026,...

Friday 18 September 2026

ByteDance's second AI-agent phone drops forced automation for permission — yet app wall still up

The question facing China's "AI agent phone" category is no longer whether a model can drive a smartphone. It is whether the apps will let it. Judging by the first mass-produced device...

Friday 18 September 2026

Winbond's Infineon buyout puts GigaDevice under pressure

Winbond Electronics' US$1.12 billion acquisition of Infineon's NOR Flash and ferroelectric RAM (F-RAM) businesses has drawn close attention...

Thursday 17 September 2026

Physical AI drives autonomous driving upgrade; three efficiency factors lift AI accelerator demand

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive...

Thursday 17 September 2026

China optical suppliers power smart glasses supply chain

China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...

Thursday 17 September 2026

China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat

China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories...

Thursday 17 September 2026

China's FAW may become GAC's second-largest shareholder, possibly restructuring the Toyota China model

Consolidation chatter within China's automotive industry has reignited following an announcement by Guangzhou Automobile Group (GAC...

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