Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Saturday 24 January 2026

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction...

Saturday 24 January 2026

Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom

As the automotive sector pivots toward autonomous driving technologies, Taiwan's optics industry is rapidly evolving from a consumer electronics supplier into a critical player in...

Friday 23 January 2026

15% relief without reassurance: Taiwan's auto industry after the tariff talks

As the initial results of trade negotiations between Taiwan and the US emerged in early 2026, a long-standing cloud over Taiwan's industrial sector appeared, at least briefly, to lift...

Friday 23 January 2026

Compal chair predicts memory shortage, price surge to last until 2027

A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...

Friday 23 January 2026

AI and automotive growth drive rising demand for quartz frequency components

The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...

Friday 23 January 2026

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue...

Friday 23 January 2026

Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries

South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology...

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

AI PC battle heats up as Nvidia and MediaTek join forces

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...

Thursday 22 January 2026

How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural...

Thursday 22 January 2026

Why Sony finally let go of TVs

Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat...

Thursday 22 January 2026

Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment...

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...

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