Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 3 March 2026

Apple’s spring refresh bets on loyalty, not lift

Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...

Tuesday 3 March 2026

Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?

Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...

Tuesday 3 March 2026

ROHM Boosts GaN Supply with TSMC Technology

ROHM Co., Ltd. (hereinafter "ROHM") has decided to integrate its own development and manufacturing technologies for GaN power devices with the process technology of TSMC,...

Tuesday 3 March 2026

Advantech's special dividend plan signals management confidence in long-term outlook

Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout...

Monday 2 March 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.

Monday 2 March 2026

Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services

US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...

Monday 2 March 2026

DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

Monday 2 March 2026

Hyundai European hubs gain value as EU plans 70% local EV production rule

The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed...

Monday 2 March 2026

Chinese tech brands push premium devices and ecosystem integration at MWC 2026

Chinese suppliers at MWC 2026 are showcasing premium smartphones, AI-driven hardware, and vertically integrated ecosystems, signaling a strategic shift toward higher-end global competition...

Monday 2 March 2026

Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak

Japan's PC market began 2026 with an unexpected jolt, as shipments plunged at their fastest pace in 30 months, abruptly ending a 19-month streak of year-over-year growth and catching...

Monday 2 March 2026

Commentary: German automotive price war in China threatens used car residual value system

Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition...

Monday 2 March 2026

Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027

Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...

Sunday 1 March 2026

Chipmakers pivot to new growth areas as memory shortages weigh on smartphones

Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...

Sunday 1 March 2026

BenQ Materials to regain momentum as medical business anticipates double-digit growth

Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...

Saturday 28 February 2026

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...

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