Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 12 December 2025

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...

Friday 12 December 2025

EU review of zero-emission car policy sparks clash over Europe’s auto future

The European Union's high-stakes climate battle is approaching a decisive moment. The European Commission is preparing to review its...

Friday 12 December 2025

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...

Friday 12 December 2025

LCD TV panel market defies 4Q25 slowdown on 2026 demand bets

As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...

Friday 12 December 2025

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers...

Thursday 11 December 2025

Drones emerge as new growth area for rugged IPCs targeting ground control stations

Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...

Thursday 11 December 2025

Game console EMS accelerates shift from China as US tariffs persist

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...

Thursday 11 December 2025

China's tech push reshapes Taiwan's auto supply chain

The global automotive supply chain is experiencing significant restructuring as the divide between China and other major economies widens. China's intensified efforts to achieve full...

Thursday 11 December 2025

MediaTek reports November revenue decline but maintains positive annual growth outlook

Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...

Thursday 11 December 2025

Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their...

Thursday 11 December 2025

Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November...

Thursday 11 December 2025

Yulon Mobility Group focuses on ESG and AI to expand smart mobility

Yulon Mobility Group (YMG) subsidiaries Carplus and Singan, known for their steady operations in automotive, travel, and vehicle services, are pursuing future strategies centered...

Wednesday 10 December 2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 10 December 2025

HTC's AI glasses expand to Hong Kong and target Greater China

After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its...

Wednesday 10 December 2025

Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure

Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...

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