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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Tuesday 22 July 2025
Taiwan importers sidestep car taxes with assembly workaround
Taiwan's auto importers are using local assembly tactics to reduce crushing tax burdens that can push levies above 50% on foreign vehicles.
Tuesday 22 July 2025
Foxconn eyes robotaxi market with scalable manufacturing strategy
As cars become increasingly electric and intelligent, fully autonomous vehicles—designed to free the driver's hands—are rapidly emerging as a central force shaping the...
Tuesday 22 July 2025
Qualcomm targets India for smart glasses expansion
Qualcomm Technologies showcased its latest spatial computing innovations during the Snapdragon for India – XR Day event held on July 21, 2025, in New Delhi, reaffirming its...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Monday 21 July 2025
Uncertainty over US-Taiwan auto tariffs chills car sales and delays supply chain projects
As of July 18, 2025, negotiations between Taiwan and the United States over automotive tariffs remain unresolved, leaving consumers hesitant and domestic automakers largely immobilized...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Friday 18 July 2025
Taiwan automakers on high alert over US tariffs talks
With the latest round of US retaliatory tariffs nearly finalized, Taiwan and India are among the last few countries yet to receive formal rate details, leaving policymakers and industries...
Friday 18 July 2025
Inside Innolux’s retreat from a fading LCD battlefield
With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective...
Friday 18 July 2025
Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25
Ichia Technologies, consistently receiving strong demand in consumer and automotive products, reported a consolidated revenue of NT$2.8 billion (approx. US$95.4 million) in the second...
Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Stellantis scraps hydrogen van launch, casting doubt on fuel cell future
Stellantis has announced it is scrapping its hydrogen fuel cell vehicle (FCV) program and cancelling plans to launch a hydrogen-powered van in 2025, delivering a major blow to the...
Friday 18 July 2025
Corning locks in on China investments amid intensifying US-China tensions
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated...
Friday 18 July 2025
SK Key Foundry, LB Semicon announce next-gen packaging tech for auto semiconductors
South Korean foundry SK Key Foundry and semiconductor packaging and testing specialist LB Semicon have jointly developed "Direct RDL," a key semiconductor packaging technology that...