Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 27 May 2025

India PC market sees seventh straight quarter of growth as AI-powered models penetrate

India's PC market—including desktops, notebooks, and workstations—continued its upward momentum in the first quarter of 2025, growing 8.1% year-over-year with 3.3 million...

Tuesday 27 May 2025

iPhone supply chain holds breath for Trump's 25% tariff threats

US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns...

Tuesday 27 May 2025

Who suffers as Trump targets Apple over iPhone production?

US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...

Monday 26 May 2025

Castrol pivots to data center cooling as AI threatens traditional systems

BP's lubricants subsidiary Castrol is entering the data center cooling market as artificial intelligence workloads strain traditional air-based systems. Speaking at Computex 2025,...

Monday 26 May 2025

China eases rare earth curbs, drone makers to resume shipments

China has quietly relaxed export restrictions on rare earth elements crucial for drone manufacturing after the controls threatened to derail the industry's growth, according to people...

Monday 26 May 2025

IFA Berlin CEO: Asian companies flocking to Europe as US tariff fears mount

Asian technology companies are scrambling for exhibition space at Europe's largest consumer electronics show as Trump administration tariff policies drive them away from the US market,...

Monday 26 May 2025

Trump extends deadline for 50% tariffs on EU goods to July 9

President Donald Trump said he would extend the deadline for the European Union to face 50% tariffs until July 9 after a phone call with Commission President Ursula von der Leyen.

Monday 26 May 2025

BYD topples Tesla in Europe— signals changing of the guard in EV race

China's EV giant BYD has overtaken Tesla in monthly sales across Europe for the first time, marking a pivotal shift in the region's automotive landscape and highlighting the growing...

Saturday 24 May 2025

Tariff shifts drive Macroblock's auto chip surge

As geopolitical strains between the United States and China reshape global supply chains, Taiwanese LED driver IC maker Macroblock is seeing tangible benefits in the automotive sector,...

Friday 23 May 2025

Luxshare makes Suzhou epicenter of its US$4.2B push into acoustics, robotics, and wearable tech

Following a high-profile signing in February, Luxshare Precision has launched the next phase of its major project in Kunshan, Suzhou...

Friday 23 May 2025

XPeng rewrites mobility script with AI chips, robot pilots, and LiDAR-free autonomy

As AI foundation models embed deeper into vehicle system architecture, China's XPeng Motors is shifting from conventional car manufacturing to a full-stack AI mobility platform. Its...

Friday 23 May 2025

Wolfspeed's stumble opens the door to China's SiC ambitions

In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed...

Friday 23 May 2025

Jabil and AVL deal to develop next-gen vehicle electronics

On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of...

Friday 23 May 2025

Nvidia bets on Taipei, but can Taiwan deliver?

As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that...

Friday 23 May 2025

Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth

Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute...

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