Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

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...

Saturday 28 February 2026

UK self-driving startup Wayve secures US$1.2 billion to expand robotaxi plans

Wayve, the UK-based autonomous driving startup, has raised US$1.2 billion in a Series D funding round, pushing its valuation to US$8.6 billion. The round was led by venture capital...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Wednesday 25 February 2026

IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026

China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026

As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...

Wednesday 25 February 2026

HP posts AI-driven revenue gains, but memory costs cloud outlook

HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...

Wednesday 25 February 2026

Analog market rebalances: Texas Instruments pushes through price hikes

Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...

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