Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 8 May 2026

Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics

TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...

Friday 8 May 2026

Samsung chiefs address pay talks as strike deadline nears

Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

Friday 8 May 2026

AI infrastructure spending just doubled an IC distributor's revenue in one year

WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...

Friday 8 May 2026

Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP

Foxconn announced a strategic partnership with ElectroMobility Poland S.A. (EMP), a Polish state-owned enterprise, to jointly evaluate building an electric vehicle manufacturing and...

Friday 8 May 2026

BenQ Materials bets on CPO and microLED amid optical communications push

BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...

Friday 8 May 2026

HannStar pivots to automotive, reflective displays after US$333 million factory sale

Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...

Friday 8 May 2026

Samsung reportedly scales back Micro LED TV push as new TV chief takes over

Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology,...

Friday 8 May 2026

PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following...

Thursday 7 May 2026

Singapore chip firms showcase cross-border manufacturing and testing strengths

Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial,...

Thursday 7 May 2026

Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate

Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...

Thursday 7 May 2026

From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant...

Thursday 7 May 2026

HTC reports steep April revenue decline as AI smart-glasses push expands overseas

HTC on May 6 released operating results showing consolidated revenue for April 2026 dropped to NT$151 million (US$4.81 million), down 54.64% from March, while cumulative revenue for...

Thursday 7 May 2026

Nvidia, AMD and Intel starve the PC market to feed the AI boom

The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.

Thursday 7 May 2026

Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends

Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...

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