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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 11 May 2026
Advantech April revenue hits record as edge AI surges
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
Monday 11 May 2026
FocalTech forecasts return to growth as product mix improves
FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability...
Monday 11 May 2026
Samsung reportedly offers above-law severance in China while monitor sales linger
Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a...
Monday 11 May 2026
Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million,...
Saturday 9 May 2026
What's driving the TSMC-Sony AI sensor JV?
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
Saturday 9 May 2026
Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
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...