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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
What Apple's new CEO inherits: AI, China, and a governance reckoning
Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal...
Thursday 23 April 2026
Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism
Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...
Thursday 23 April 2026
UN cyber mandates force global auto rethink
New UN rules requiring EU cars to adopt comprehensive cybersecurity systems from mid-2024 will reshape global automotive competitiveness, supply chains, and digital strategies. The...
Thursday 23 April 2026
Beyond infotainment: Google moves deeper into automotive with core vehicle systems
Silicon Valley is quietly reshaping the automotive value chain, and the shift is now working its way deep into the architecture of European carmakers.
Thursday 23 April 2026
TSMC targets 2029 production for A13 and A12 as next AI chip nodes
At its North America Technology Symposium, TSMC showcased a range of innovations in advanced process technologies. Following the introduction of its A14 process in 2025, the company...
Thursday 23 April 2026
Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
Thursday 23 April 2026
Japan PC shipments peak on upgrade cycle, correction ahead
Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades.
Wednesday 22 April 2026
AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26
Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter...
Wednesday 22 April 2026
Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge
Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president...
Wednesday 22 April 2026
Commentary: Apple's succession play sees engineering credibility meet commercial legacy
Every major tech transition has exposed a different kind of leadership. The PC era rewarded visionaries. The mobile era rewarded operators. The AI era, Apple is betting, will reward...
Wednesday 22 April 2026
Apple taps duo behind Apple Silicon success to navigate software-hardware balance in AI era

Apple said on April 20 that Tim Cook would step down as CEO and hand over the role to John Ternus, the company's senior vice president...

Wednesday 22 April 2026
Chinese carmakers face delays as global cybersecurity rules tighten
China has moved faster than any other country in rolling out smart, connected vehicles. But as its automakers push aggressively into overseas markets, they are running up against an...
Wednesday 22 April 2026
MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth
MiTAC Holdings' simultaneous expansion of production across the US, Vietnam, and Taiwan is designed to reassure global customers amid mounting geopolitical and supply uncertainties...
Wednesday 22 April 2026
Taiwan suppliers expect renewed focus on innovation under John Ternus
Apple's appointment of hardware engineering senior vice president John Ternus to succeed Tim Cook as CEO in September 2026 signals shifts in product strategy and supplier relations...