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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Acer sees AI token economy extending Taiwan's PC supply-chain gains
Acer chairman Jason Chen said artificial intelligence (AI) is entering a new phase, shifting from early investment in energy and computing infrastructure toward token-based business...
Friday 29 May 2026
MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX
MediaTek will bring a broad slate of next-generation connectivity and compute technologies to COMPUTEX 2026, highlighting Wi-Fi 8, 6G concepts, optical data-center interconnects and...
Friday 29 May 2026
Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...
Thursday 28 May 2026
Lenovo bets on on-device AI to lift business PC upgrades
Lenovo is betting that rising cloud AI costs and privacy risks will drive enterprises toward on-device AI, reshaping corporate PC buying and upkeep globally. The vendor's 2026 AI agent...
Thursday 28 May 2026
Apple's entry-level push puts pressure on Windows notebook makers
Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer...
Thursday 28 May 2026
Synopsys flags mixed regional trends as China growth contrasts with weaker Western demand
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor...
Thursday 28 May 2026
Synopsys sees agentic AI and Ansys integration expanding long-term growth opportunities
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation...
Thursday 28 May 2026
Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth
Huawei reported that cumulative global shipments of its Watch Fit series had topped 24 million units as of April 2026, signaling accelerating momentum for the vendor's smart wearables...
Thursday 28 May 2026
Samsung foundry targets robotics, auto AI chips with Cadence platform
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive...
Thursday 28 May 2026
Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26
Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025...
Thursday 28 May 2026
Laster Tech enters the robot joint control supply chain and wins North American auto orders
Laster Tech announced it had broken into the robot joint control module supply chain and secured North American vehicle orders for its new Mexico plant, with small-volume robot shipments...
Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...