Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 25 April 2025

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...

Friday 25 April 2025

STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025

Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out

The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group...

Friday 25 April 2025

Trump reciprocal tariff impact on IPC industry

Reciprocal tariffs accelerate US capacity expansion plans for Taiwanese IPC companies; IPCs' highly customized nature makes them difficult to replace in the short term.

Friday 25 April 2025

Overview of main themes at Taiwan's joint mobility mega shows

As the global automotive industry continues to shift toward connected, autonomous, shared, and electric (CASE) vehicles, Taiwan's three major mobility industry trade shows—the...

Friday 25 April 2025

Sony exits 8K TV market; why Samsung continues its technology investment

With Sony exiting the 8K television (TV) market, industry attention has turned to whether Samsung Electronics' high-end TV strategy will also undergo changes.

Friday 25 April 2025

MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show

The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence...

Friday 25 April 2025

Tariffs shadow over NAND: Phison turns cautious, prices rise

In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption...

Thursday 24 April 2025

More smart glasses to be introduced in 2H25, with ecosystem taking shape

With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR...

Thursday 24 April 2025

Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their...

Thursday 24 April 2025

Texas Instruments navigates uncertainty with strong results and optimistic outlook

Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...

Thursday 24 April 2025

What TSMC revealed at 2025 Symposium

At its 2025 North America Technology Symposium, attended by over 2,500 industry leaders, TSMC unveiled a suite of technologies that complements its 1.8nm (18A) process. From advanced...

Thursday 24 April 2025

Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks

Tesla is actively exploring entering the burgeoning Indian automotive market, but significant hurdles remain, primarily due to the country's steep tariff structure. During a recent...

Thursday 24 April 2025

Apple, Meta hit by US$798 million in EU tech fines after Trump threats

Apple Inc. and Meta Platforms Inc. were hit by relatively modest European...

Thursday 24 April 2025

Foxconn unveils AI-integrated EV, marking major push into global auto market

Foxconn is ramping up its electric vehicle ambitions with a sweeping showcase of AI-enhanced automotive technologies at the 2025 Taipei...

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