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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 25 March 2026
TSMC SVP Lora Ho to retire, set to join Acer as independent director
Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...
Wednesday 25 March 2026
Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy
Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...
Wednesday 25 March 2026
Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure
On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...
Tuesday 24 March 2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
Tuesday 24 March 2026
Sharp taps BD chief as CEO in post-restructuring shift
Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas...
Tuesday 24 March 2026
WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026
SDV deployment of auto Tier-1 and processor players
Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.
Tuesday 24 March 2026
Japan exits the living room: TCL nears deal to acquire Sony's TV business
Sony's deal to sell off a majority stake of its television business to rival TCL is reportedly nearing completion. The proposed US$1 billion transaction reflects the long decline of...
Tuesday 24 March 2026
Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets
Excellence Optoelectronics (EOI) is preparing for volume production to begin in July at its soon-to-be-completed Phase 1 plant in Mexico, aiming for an 80% utilization rate by year-end...
Tuesday 24 March 2026
Crude oil price rise ripples through automotive supply chain, squeezing parts makers
Global crude oil prices have swung higher in recent weeks, sending ripples through energy markets that are now coursing swiftly into downstream manufacturing. Few sectors have felt...
Monday 23 March 2026
Nvidia sees self-driving cars as a long-term growth engine
Beyond its GTC conference, autonomous vehicles have long stood out as a key application in Nvidia's AI ecosystem. For the company, revenue from self-driving systems represented only...
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
Monday 23 March 2026
Will Qualcomm CEO highlight beyond AI PCs at Computex?
Computex 2026, set to take place in June, has once again invited Qualcomm CEO Cristiano Amon as the opening keynote speaker. In recent years, Qualcomm has stepped up its efforts at...
Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing...
Monday 23 March 2026
Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture...