Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 17 November 2025

Apple's 15% truce with Tencent: A small cut, a big shift

Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling...

Sunday 16 November 2025

Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

Luxgen, the homegrown automotive brand under Taiwan's Yulon Motor, holds a unique place in the island's industrial history. Recent reports...

Sunday 16 November 2025

Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team

Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is...

Sunday 16 November 2025

Taiwan's AutoSys expands beyond cars, targeting drones and robotics

Taiwan-based automotive software developer AutoSys Intelligent is broadening its horizons beyond self-driving cars. Building on its core...

Sunday 16 November 2025

Samsung and LG discuss future mobility with Mercedes-Benz

Top executives from Samsung Electronics and LG Electronics held separate high-level meetings in Seoul with Mercedes-Benz CEO Ola Källenius,...

Saturday 15 November 2025

Taiwan's AutoSys turns self-driving Algorithms into next-gen AI exports

As one of the most demanding testing grounds for AI, autonomous driving technology has become a high-security laboratory where next-generation...

Friday 14 November 2025

Edison Opto expects automotive momentum to reboot operations in 2026

LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations...

Friday 14 November 2025

Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat

Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the...

Friday 14 November 2025

ASUS AI servers near 20% of 3Q25 revenue

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...

Thursday 13 November 2025

ECE banks on NEV projects for growth amid stable 2025 auto demand

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter...

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

Automotive and sports lightweight demand boosts FCS injection molding shipments

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor,...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...

Thursday 13 November 2025

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...

Thursday 13 November 2025

Infineon posts stable 2025 results—and bets big on AI-driven power demand

Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...

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