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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 14 May 2025
As Chinese IDMs climb, Europe's powerhouses lose ground
Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated...
Wednesday 14 May 2025
Asus sees profit surge in 1Q25, forecasts strong growth despite challenges
Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted...
Wednesday 14 May 2025
Aluminum wheel maker SAI posts record profits despite tariff uncertainties
Although Taiwan's complete vehicle exports to the US consist mainly of a small number of ATVs, Taiwanese automotive parts firms have still felt mounting pressure from Trump's tariff...
Wednesday 14 May 2025
VSO Electronics to significantly expand in Vietnam amid US tariff
The rising demand for high-speed transmission cables, driven by advances in AI technology, was a major topic at VSO Electronics' recent shareholders meeting. Chairman Chung-Cheng...
Tuesday 13 May 2025
Nvidia, MediaTek gear up for Computex debut of AI PC chips; mass rollout seen in late 2026
As Computex Taipei 2025 approaches, the long-awaited AI PC platform co-developed by Nvidia and MediaTek is set to launch. Industry sources indicate the joint chip will likely debut...
Tuesday 13 May 2025
Chinese EV supply chain's bold expansion into Thailand raises profit concerns among local industry
China's auto industry is accelerating, driven by soaring demand for electric vehicles (EVs). New figures from the China Association of Automobile Manufacturers report a 9.8% year-over-year...
Tuesday 13 May 2025
Display Week 2025: LGD showcases leading P2P panels and stretchable OLEDs
LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include...
Tuesday 13 May 2025
From Bosch to Foxconn: is a Tier 1 power shift underway in the auto industry?
In stark contrast to the somber tone of automotive parts giant Bosch, which recently warned that the industry's "automotive drought" may drag on, Taiwan's Foxconn has taken a decisive...
Tuesday 13 May 2025
The US-China trade talks ease supply chain pressures
In a rare sign of easing tensions, the US and China have reached a temporary détente on tariffs, agreeing to a 90-day truce that significantly reduces mutual trade penalties...
Tuesday 13 May 2025
AUO unveils advanced microLED displays with AI integration at Display Week 2025
AUO is showcasing cutting-edge microLED display technology integrated with artificial intelligence (AI) at Display Week 2025, the global industry event hosted by the Society for Information...
Tuesday 13 May 2025
CarUX, arm of Taiwan's Innolux, plots US listing, unveils innovative windshield display tech
Innolux Corporation's automotive display subsidiary CarUX plans to list on the US stock market, marking the Taiwanese display manufacturer's first overseas public offering.
Tuesday 13 May 2025
MediaTek teams up with Nvidia, but talent drain clouds alliance
Nvidia will collaborate with MediaTek to launch an AI PC platform in 2025. This marks a true breakthrough for MediaTek, solidifying its role as a trusted partner of Nvidia's CEO Jensen...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...
Monday 12 May 2025
US-UK auto tariff deal shifts trade dynamics
The US has finalized a trade agreement with the UK, granting British car manufacturers a 10% tariff on up to 100,000 vehicles annually, lower than the 25% tariff applied to automotive...
Monday 12 May 2025
Precision parts maker Tsang Yow secures major semiconductor wins as margins surge
Taiwan's automotive parts suppliers are broadening their reach into high-tech sectors, capitalizing on their expertise in precision engineering and advanced manufacturing. The semiconductor...