Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 30 January 2026

Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA

Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...

Friday 30 January 2026

Apple achieves record-breaking revenue in India amid surging demand

Apple has reported an exceptional performance in India for its first fiscal quarter of 2026, achieving strong double-digit revenue growth in the region. CEO Tim Cook characterized...

Friday 30 January 2026

Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The...

Friday 30 January 2026

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...

Thursday 29 January 2026

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

Taiwan tops auto display revenue while China dominates volume

China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Thursday 29 January 2026

Vivo exits smart glasses race, citing three insurmountable obstacles

After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...

Wednesday 28 January 2026

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...

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