Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 22 January 2026

Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

Thursday 22 January 2026

Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships

Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates...

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...

Thursday 22 January 2026

TYC expands presence in automotive supply chain with US manufacturing push

TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...

Thursday 22 January 2026

Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Thursday 22 January 2026

Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

Thursday 22 January 2026

US-Canada trade tensions rattle Detroit's Big Three

A century-old automotive trading relationship between the US and Canada is approaching a breaking point, accelerated by repeated statements...

Wednesday 21 January 2026

OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams

OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...

Wednesday 21 January 2026

Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a...

Wednesday 21 January 2026

Weekly research roundup: EV market splits and edge AI foundry war

While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...

Wednesday 21 January 2026

US tariff easing slows supply chain shift to Southeast Asia

The US has finalized reciprocal tariffs with several countries, but supply chain sources say customer attitudes toward relocation vary. While server supply chains moving to North America...

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