Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 26 January 2026

Pegatron aims for growth in AI servers and automotive sectors amid market challenges

Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit...

Monday 26 January 2026

Taiwanese precision optics reaps benefits of waveguide tech

Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal...

Monday 26 January 2026

Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector

Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access"...

Sunday 25 January 2026

Fan motor demand drives growth for Taiwan analog chip makers

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...

Saturday 24 January 2026

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction...

Saturday 24 January 2026

Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom

As the automotive sector pivots toward autonomous driving technologies, Taiwan's optics industry is rapidly evolving from a consumer electronics supplier into a critical player in...

Friday 23 January 2026

15% relief without reassurance: Taiwan's auto industry after the tariff talks

As the initial results of trade negotiations between Taiwan and the US emerged in early 2026, a long-standing cloud over Taiwan's industrial sector appeared, at least briefly, to lift...

Friday 23 January 2026

Compal chair predicts memory shortage, price surge to last until 2027

A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...

Friday 23 January 2026

AI and automotive growth drive rising demand for quartz frequency components

The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...

Friday 23 January 2026

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue...

Friday 23 January 2026

Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries

South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology...

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

AI PC battle heats up as Nvidia and MediaTek join forces

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...

Thursday 22 January 2026

How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural...

Thursday 22 January 2026

Why Sony finally let go of TVs

Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat...

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