Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 19 August 2026

Amber's Oppo deal signals India's shift from smartphone assembly to deeper electronics manufacturing

Amber Enterprises India's planned entry into smartphone manufacturing could mark a further step in India's effort to move beyond final...

Wednesday 19 August 2026

Everlight Electronics to sell Miaoli plant as Thailand expansion, AI demand reshape growth outlook

LED packaging maker Everlight Electronics said it will sell its Tongluo plant in Miaoli to Sinbon for NT$3.458 billion (US$108.5 million),...

Wednesday 19 August 2026

ams OSRAM sues distributor over alleged infringement by Refond automotive LEDs

ams OSRAM said it filed two patent infringement lawsuits in Germany against Shenzhen Refond Optoelectronics over automotive LED products. The move adds to a broader wave of intellectual...

Tuesday 18 August 2026

Hushan eyes stronger 2H26 on drone cameras, OE push

Aftermarket (AM) parts and automotive camera maker Hushan Autoparts saw its first-half 2026 operations impacted by US tariff policies...

Tuesday 18 August 2026

China's Horizon Robotics sets J7 against Nvidia, Tesla

Horizon Robotics is preparing its next-generation Journey 7 (J7) automotive AI chip family for mass production in 2027, aiming to extend...

Tuesday 18 August 2026

Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26

LED packaging manufacturer Everlight Electronics stated that due to higher raw material costs, gross margin fell to 24.16% in the second quarter of 2026, down 7.93pp year-over-year...

Tuesday 18 August 2026

MicroLED still lacks key LTPO TFT tech

MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges...

Tuesday 18 August 2026

Humanoid robots expose the limits of chasing higher TOPS

Humanoid robots are moving from demonstrations toward mass production, changing the priorities of chip design. Instead of simply chasing...

Tuesday 18 August 2026

ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds

Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...

Monday 17 August 2026

China's Vertilite commits US$741M to InP laser chips for AI optical interconnects

Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...

Monday 17 August 2026

DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy

Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...

Sunday 16 August 2026

TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts...

Sunday 16 August 2026

Flytech posts record second-quarter profit on AI demand, margin gains

Industrial PC maker Flytech Technology reported another record quarterly profit in the second quarter of 2026, driven by deeper penetration into end-market applications, stronger demand...

Friday 14 August 2026

Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027,...

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...

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