Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 6 August 2026

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

Thursday 6 August 2026

Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...

Thursday 6 August 2026

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026

Tung Yang July revenue rises 23% on stronger AM and OEM demand

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...

Wednesday 5 August 2026

LG Electronics posts strong second quarter as new businesses drive growth

LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...

Wednesday 5 August 2026

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...

Wednesday 5 August 2026

Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using,...

Wednesday 5 August 2026

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...

Wednesday 5 August 2026

Apple's India breakthrough highlights a market betting on premium over volume

Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...

Wednesday 5 August 2026

Roborock breaks free from Xiaomi to lead robot vacuums

Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After...

Wednesday 5 August 2026

China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already...

Wednesday 5 August 2026

South Korea's KRW500B SiC push stalls as low returns deter major companies

South Korea's planned KRW500 billion(US$349,398) research and development initiative for silicon carbide (SiC) power semiconductors...

Tuesday 4 August 2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...

Tuesday 4 August 2026

Advantech bets on Physical AI as WEDA accelerates edge AI commercialization

Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...

Tuesday 4 August 2026

RichWave says Wi-Fi 7 momentum stays strong in 2H26

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

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