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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 13 October 2025
Research insight: How agentic AI is driving the next phase of automotive innovation

As the automotive industry races toward smarter, more autonomous vehicles, a new generation of artificial intelligence (AI) is taking...

Friday 10 October 2025
China's top-four TV brands dominate 90% of surging miniLED market
MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with...
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions...
Thursday 9 October 2025
Asustek eyes to double current PC sales in India by 2030
Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030. The...
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term...
Thursday 9 October 2025
Speed vs. strategy: the diverging paths of Tesla and China's EV makers

In the rapidly evolving race to dominate automotive electrification and vehicle electronics, speed and timing have become the ultimate...

Thursday 9 October 2025
Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong
The global automotive aftermarket (AM) parts sector continues to benefit from shifting vehicle usage patterns, even as overall car market demand remains volatile, and this has benefited...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
NPUs aren't enough: AI devices need heterogeneous computing
Neural Processing Units (NPUs) are everywhere in consumer electronics now, from smartphones to robotic vacuums. But running AI applications effectively requires more than just NPUs—it...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
Taiwan IPC US expansion to strengthen edge AI supply chain
As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production within...
Wednesday 8 October 2025
TV panel prices to stay flat or edge down in 4Q25 on softer demand, production cuts
As the industry enters the fourth quarter of 2025, the traditional peak season for TV manufacturers is losing momentum. China's Singles' Day shopping festival stockpiling is winding...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025
70% local manufacturing supports India-based boAt's growth and IPO plans
IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...
Wednesday 8 October 2025
GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...