Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 12 February 2026

Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

Thursday 12 February 2026

Laster banks on China subsidies, Tesla and Zeekr wins amid margin push

LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that...

Wednesday 11 February 2026

Pan-International January revenue drops as tariff concerns delay orders

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...

Wednesday 11 February 2026

Coretronic expects February shipments to decline amid off-season, fewer workdays

Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...

Wednesday 11 February 2026

Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines

Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...

Wednesday 11 February 2026

Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...

Wednesday 11 February 2026

Novatek predicts memory and visual edge AI to be the main demand drivers in 2026

Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...

Wednesday 11 February 2026

LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according...

Wednesday 11 February 2026

Panjit accelerates automotive push with Vietnam plant acquisition, eyes 2027 ramp

Panjit International has completed a signing agreement to acquire a 95% equity stake in Torex Vietnam Semiconductor Co., Ltd., reinforcing its strategy to expand automotive-related...

Tuesday 10 February 2026

Renesas turns to China and India for recovery after first net loss in six years

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...

Tuesday 10 February 2026

Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth

Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...

Tuesday 10 February 2026

Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech

Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...

Tuesday 10 February 2026

Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus...

Tuesday 10 February 2026

Asus' AI server push bolsters revenue despite memory shortages

Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.

Tuesday 10 February 2026

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...

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