Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Monday 4 May 2026

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...

Monday 4 May 2026

Apple's cash pivot: A new CEO and strategy for the AI arms race

In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...

Monday 4 May 2026

PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties

PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation...

Monday 4 May 2026

L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics

Larsen & Toubro's semiconductor unit, L&T Semiconductor Technologies, has joined imec's Automotive chiplet Program. The participation is expected to drive collaboration on...

Monday 4 May 2026

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...

Sunday 3 May 2026

Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The...

Saturday 2 May 2026

Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...

Friday 1 May 2026

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...

Friday 1 May 2026

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Friday 1 May 2026

Commentary: Honor's robot win highlights thermal edge in robotics

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...

Thursday 30 April 2026

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest,...

Thursday 30 April 2026

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...

Thursday 30 April 2026

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...

Thursday 30 April 2026

Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength

Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...

1/1883 pages