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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 14 October 2025
Lynas and Noveon sign MOU to develop US rare earth magnet supply chain
Australian rare earth producer Lynas Rare Earths has entered a non-binding memorandum of understanding with US rare earth magnet manufacturer Noveon Magnetics to jointly establish...
Tuesday 14 October 2025
Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility
Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year...
Monday 13 October 2025
Coretronic expects 10% drop in October shipments amid China holiday impact
Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month...
Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law...
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never...
Monday 13 October 2025
TV panel area growth set to slow as screen sizes hit limits
Global TV shipments have been declining due to lifestyle changes, but large-area panel shipments have continued to grow as consumers increasingly prefer larger screen sizes. However,...
Monday 13 October 2025
Research insight: How agentic AI is driving the next phase of automotive innovation

As the automotive industry races toward smarter, more autonomous vehicles, a new generation of artificial intelligence (AI) is taking...

Friday 10 October 2025
China's top-four TV brands dominate 90% of surging miniLED market
MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with...
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions...
Thursday 9 October 2025
Asustek eyes to double current PC sales in India by 2030
Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030....
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens...
Thursday 9 October 2025
Speed vs. strategy: the diverging paths of Tesla and China's EV makers

In the rapidly evolving race to dominate automotive electrification and vehicle electronics, speed and timing have become the ultimate...

Thursday 9 October 2025
Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong
The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
NPUs aren't enough: AI devices need heterogeneous computing
Neural Processing Units (NPUs) are everywhere in consumer electronics now, from smartphones to robotic vacuums. But running AI applications effectively requires more than just NPUs—it...