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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 24 February 2026
Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
Tuesday 24 February 2026
Memory chip shortage will last until mid-2026, says Acer CEO
Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
Monday 23 February 2026
Nokia patent suit triggers Germany sales ban on Acer and Asus PCs
Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...
Monday 23 February 2026
IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February...

Monday 23 February 2026
Lenovo hits North American partners with price increases driven by memory shortage
Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...
Monday 23 February 2026
Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026
Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing
Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year...
Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...
Monday 23 February 2026
Meta goes after Apple with AI-first smartwatch revival
Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including...
Monday 23 February 2026
Microsoft taps AI exec Asha Sharma to lead Xbox back to console roots
Microsoft has named AI executive Asha Sharma as the new head of its Xbox and gaming division. The appointment signals a deliberate pivot back to console players, after years of chasing...
Friday 20 February 2026
Qualcomm becomes anchor ATMP customer at Tata Electronics' Assam facility
On February 19, Qualcomm Technologies, Inc. and Tata Electronics announced a collaboration under which Tata Electronics will manufacture Qualcomm Automotive Modules in India, marking...
Wednesday 18 February 2026
Qualcomm commits up to US$150 million to back AI startups in India
US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial...
Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Wednesday 18 February 2026
DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...
Wednesday 18 February 2026
Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across...