Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 23 June 2025

Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications

Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...

Monday 23 June 2025

Automotive winter sets in — Bosch turns local in Taiwan

Amid rising tariffs and cooling global demand, Robert Bosch GmbH is realigning its Taiwan strategy, focusing on local integration, aftermarket support, and scalable driver-assistance...

Monday 23 June 2025

Taiwan's AOET eyes 2H25 lift as notebook builds begin, tariff fog lingers

Ability Opto-Electronics Technology (AOET) held its annual shareholder meeting on June 20, led by Chairman Victor Kao. He voiced cautious optimism for the second half of 2025, citing...

Monday 23 June 2025

Panel firms up AMOLED investment as Apple eyes MacBook integration

Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments...

Monday 23 June 2025

French initiative targets chip-level security with FD-SOI technology

Soitec, a leading French provider of semiconductor materials, has partnered with research institute CEA-Leti to develop cybersecurity chips based on Fully Depleted Silicon-On-Insulator...

Monday 23 June 2025

Jarllytec expects moderate growth in 2025, looks forward to new products in 2026

Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced...

Saturday 21 June 2025

Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

Friday 20 June 2025

HTC eyes growth in AI, XR, and next-gen connectivity

HTC Corp. convened its annual shareholders' meeting on June 20, 2025, during which Chairwoman Cher Wang highlighted the company's recent agreement with Alphabet. The deal, reached...

Friday 20 June 2025

NIO spins off chip division, wants slice of Nvidia's AI pie

NIO has launched a new chip design subsidiary — Anhui Shenji Technology — in a strategic move to become a full-stack provider...

Friday 20 June 2025

China reportedly races to replace foreign auto chips with domestic tech by 2026

Chinese automakers are moving to align with government directives by planning to mass-produce vehicles equipped exclusively with domestically developed and manufactured automotive...

Friday 20 June 2025

Xbox partners with AMD to co-develop AI-powered chips for next-gen gaming devices

Xbox has announced a multi-year strategic partnership with semiconductor company AMD to co-engineer silicon for its next generation of gaming devices through its official YouTube...

Thursday 19 June 2025

Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect

Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced...

Thursday 19 June 2025

Samsung shifts talent focus from China to emerging markets

Samsung Electronics is entering a new phase of strategic transformation, shifting its focus away from China and toward emerging markets such as India and Vietnam. According to South...

Thursday 19 June 2025

Tata Elxsi and Infineon sign MoU to develop EV solutions for India's market

Tata Elxsi and Infineon Technologies have signed a Memorandum of Understanding (MoU) to jointly develop electric vehicle (EV) solutions tailored for the Indian market. The collaboration...

Thursday 19 June 2025

Japanese brands reportedly push Taiwan automakers to renegotiate higher manufacturing fees

The Taiwanese automotive industry is facing a tough year, especially amid unresolved issues surrounding tariffs and commodity taxes, which have created strong market caution. Meanwhile,...

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