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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Saturday 5 April 2025
Cybersecurity threats shift to IVI and OS as AI reshapes vehicle security
As AI applications in smart vehicles become increasingly widespread, cybersecurity vulnerabilities in connected vehicles are becoming more evident. According to Taiwan-based automotive...
Saturday 5 April 2025
Ecocera targets third-generation semiconductor packaging, aims for 10% revenue share by year-end
Ecocera, a prominent manufacturer of ceramic circuit boards, is experiencing enhanced operational performance as it leverages the increasing demand for automotive lighting substrates...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Wednesday 2 April 2025
Qualcomm acquires Vingroup's AI division for talents
According to a press release, Qualcomm has acquired MovianAI, the former generative AI division of VinAI, which is part of the Vingroup. This acquisition will enhance Qualcomm's R&D...
Wednesday 2 April 2025
The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion...
Wednesday 2 April 2025
'Machine gun' tariffs: Trump's economic barrage forces supply chain recalculation
US President Donald Trump's aggressive tariff policy has struck the global economy like a machine gun blast. His 25% tariffs on imports from Canada and Mexico, coupled with uncertainties...
Wednesday 2 April 2025
Xiaomi's decade-long comeback: Dramatic role reversal with Samsung and Gree
In a remarkable power shift over the past decade, Xiaomi has transformed from an industry underdog to a dominant force. While CEO Lei Jun once waited hours to secure Samsung display...
Tuesday 1 April 2025
Samsung looks to salvage chip fortunes as chairman Lee Jae-yong courts China's AI and EV powerhouses
Samsung Electronics Chairman Lee Jae-yong recently made a high-profile visit to China, meeting with leading Chinese automaker executives and President Xi Jinping. South Korean analysts...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
Trump's tariff policy puts Taiwan's automotive industry on a cliff edge
Since taking office, US President Donald Trump has aimed to restore America's greatness through reciprocal tariffs. For the automotive industry, this is not only an issue of national...
Tuesday 1 April 2025
Pre-US auto tariffs buying frenzy fuels supply chain woes
The US auto industry is experiencing a purchasing frenzy ahead of the 25% tariff set to take effect on April 3 under President Donald Trump. The tariff will be expanded on May 3 to...
Tuesday 1 April 2025
Huawei 2024 annual report: US$118B in revenue, profit slips, R&D spending soars past US$25B
Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx...
Tuesday 1 April 2025
Edge AI boom fuels Mitac Digital Technology's IPO plans
Mitac Digital Technology (MDT), a subsidiary of Mitac Holdings, is gearing up for a public listing, with chairman Billy Ho likening the company's two decades of innovation to "sharpening...
Monday 31 March 2025
Yulon Motor president addresses tariffs, EV production, and financial outlook
Yulon Group commenced its earnings conference, with Yulon Motor leading the discussion on March 26. This marked president Kuo-Hsing Hsu's first earnings call since assuming the role...