Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 12 March 2026

Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost

Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market...

Thursday 12 March 2026

Clevo leans into high-end notebooks as 2025 results show modest recovery

Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated...

Thursday 12 March 2026

Taiwan supply chains show resilience amid global conflicts, says Qisda chairman

With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...

Thursday 12 March 2026

Microsoft plans next-gen Xbox dev kits in 2027 as Project Helix targets PC-console convergence

Microsoft's Xbox division plans to ship early development hardware for its next-generation console, code-named Project Helix, to game developers starting in 2027, as the company moves...

Thursday 12 March 2026

Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026

Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...

Wednesday 11 March 2026

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...

Wednesday 11 March 2026

Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

Samsung Electronics plans to focus its new foundry plant in Taylor, Texas, on high-performance computing (HPC) and automotive semiconductors...

Wednesday 11 March 2026

JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics...

Wednesday 11 March 2026

Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market

Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the...

Wednesday 11 March 2026

NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits

Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...

Tuesday 10 March 2026

Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026

Adlink reports 16% rise in February revenue as edge AI display demand grows

Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.

Tuesday 10 March 2026

Apple's smart home ambitions stalled by Siri AI delays

Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing...

Tuesday 10 March 2026

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

Tuesday 10 March 2026

SAS Group leverages semiconductor and energy synergy from space tech to net zero

Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...

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