Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

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,...

Monday 9 March 2026

US auto market hits a wall as subsidies dry up and buyers max out

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...

Monday 9 March 2026

China warns Nexperia dispute could trigger new global chip shortage

China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

Monday 9 March 2026

Beyond the firefighter: Why automakers are overhauling the corner office

From early 2025 through 2026, nine major automakers across Europe, the US, Japan, and South Korea have replaced their CEOs. The scale of the reshuffle goes beyond routine succession...

Monday 9 March 2026

US and Finland lead bids for Taiwan's quantum hybrid computing system

The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system...

Monday 9 March 2026

Inside Apple's US$599 MacBook Neo and the 3D-printed future

The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry...

Monday 9 March 2026

Automaker leadership reshuffle deepens strain on Europe's tier 1 suppliers

Major automakers in Europe, the US, Japan, and South Korea have recently undergone significant executive changes, with nine leading carmakers replacing their chief executive officers...

Monday 9 March 2026

Apple reshapes product lineup with budget MacBook and ultra-premium push

Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the...

Monday 9 March 2026

LCD TV panel prices rise in 1Q26 as demand stays strong

After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...

Monday 9 March 2026

Component price surge hits business PC market harder than consumer segment

Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply...

Sunday 8 March 2026

Tier-1 orders from major automakers fueling growth for Hiroca

The Chinese automotive market is undergoing an unprecedented transformation amid increasing industry volatility. As new energy vehicle (NEV) penetration rapidly rises, the traditional...

Friday 6 March 2026

Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

Apple's newly introduced MacBook Neo, a low-cost laptop priced from US$599, uses the A18 Pro chip instead of the newer A19 Pro, according...

Friday 6 March 2026

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...

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