Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 4 November 2025

PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand

Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange...

Tuesday 4 November 2025

Quantum computing hits key turning point as Nvidia and partners drive real-world applications

The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum...

Tuesday 4 November 2025

Hesai launches US$200 LiDAR to challenge Musk's claims

Chinese LiDAR manufacturer Hesai Technology has launched a new LiDAR priced at just US$200, challenging Tesla CEO Elon Musk's claim that relying on LiDAR is a "fool's errand." Although...

Monday 3 November 2025

Samsung challenges Chrome dominance with new PC browser launch

Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The...

Monday 3 November 2025

Taiwan manufacturing set to gain as traditional and electronics sectors strengthen

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...

Monday 3 November 2025

Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics...

Monday 3 November 2025

RichWave sees strong growth in Wi-Fi 7 shipments, driving improved margins and revenue

RF front-end chipmaker RichWave has reported solid financial results for the third quarter, citing strong Wi-Fi 7 product shipments as a key factor behind an improved product mix...

Monday 3 November 2025

Advanced Power Electronics sees strong DC fan MOSFET demand

Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics...

Monday 3 November 2025

BenQ Materials eyes steady medical growth, turns cautious on display market

Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...

Monday 3 November 2025

Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs

High-speed transmission IC designer Parade held its earnings call on October 29, 2025, reporting robust customer restocking in the third quarter of 2025. The company posted NT$4.366...

Monday 3 November 2025

Realtek reports revenue decline, maintains cautious outlook amid tariff concerns

Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...

Sunday 2 November 2025

Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as...

Friday 31 October 2025

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes...

Friday 31 October 2025

AUO adopts conservative 4Q25 outlook but optimistic for 2026

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...

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