Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 30 June 2026

PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses

PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design...

Monday 29 June 2026

Taiwan optics makers eye humanoid robot vision market as deployments accelerate

As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...

Monday 29 June 2026

Taiwan smartphone shipments rose in May despite higher component costs

Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...

Monday 29 June 2026

BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push

BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into...

Monday 29 June 2026

Analysis: Memory shortage drives long-term uptrend as Apple hikes prices

Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...

Monday 29 June 2026

FIT consolidates EV charging brands, builds Saudi plant to localize supply

Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance,...

Monday 29 June 2026

AI drives TV platforms as Samsung and LG chase smart-home ecosystems

South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese...

Monday 29 June 2026

Jih Lin rides AI power demand to clip packaging

Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...

Sunday 28 June 2026

Smartwatch sales return to growth as AI and health features lift demand

Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...

Sunday 28 June 2026

CALIN shifts into land, sea, air and space markets as Starlink samples move forward

CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan...

Friday 26 June 2026

Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Acer channel arm Weblink International remains upbeat on the second half of 2026, even as the PC industry looks increasingly likely to see...

Friday 26 June 2026

Global intelligent eyewear market surges as AR and smart glasses gain ground

Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...

Friday 26 June 2026

Analysis: Why Apple can't wait out this memory shortage

Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.

Friday 26 June 2026

Apple reportedly revamps Mac chip roadmap to accelerate AI push

Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused...

Friday 26 June 2026

How big tech is nudging cloud emissions on customers

In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones...

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