Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 13 August 2026

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

Thursday 13 August 2026

Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware

Honor unveiled the Robot Phone on August 12, 2026, calling it the world's first "robot phone" and positioning it as the clearest hardware expression yet of the company's push to become...

Thursday 13 August 2026

Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026

PC 2H26 pull-forward correction hits peripheral chip makers

As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...

Thursday 13 August 2026

LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia

LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers...

Thursday 13 August 2026

Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Samsung Electronics is set to increase its TV LCD panel purchases in 2026, even as global shipments of TV LCDs are forecast to decline...

Thursday 13 August 2026

Inventec posts record second-quarter profit as notebook margins narrow

Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...

Wednesday 12 August 2026

FocalTech expects demand to improve in the second half of 2026

Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new...

Wednesday 12 August 2026

Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components,...

Wednesday 12 August 2026

MediaTek July 2026 revenue falls as non-mobile units offset slowdown

MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year,...

Tuesday 11 August 2026

YAGEO, Walsin post record July sales as AI demand lifts passive components

YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...

Tuesday 11 August 2026

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...

Tuesday 11 August 2026

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several...

Tuesday 11 August 2026

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...

Tuesday 11 August 2026

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

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