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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 15 October 2025
Rare earth export controls hit VCM supply chain
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November...
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and...
Tuesday 14 October 2025
EU plans mandatory EV quotas for corporate fleets, pressuring carmakers
The European Union is preparing to push its green transition into a new and more forceful phase — one that could spark a contentious standoff with parts of its own automotive...
Tuesday 14 October 2025
Lynas and Noveon sign MOU to develop US rare earth magnet supply chain
Australian rare earth producer Lynas Rare Earths has entered a non-binding memorandum of understanding with US rare earth magnet manufacturer Noveon Magnetics to jointly establish...
Tuesday 14 October 2025
Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility
Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year...
Monday 13 October 2025
Coretronic expects 10% drop in October shipments amid China holiday impact
Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month...
Monday 13 October 2025
China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation
On October 10, 2025, China's State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China's Anti-Monopoly Law...
Monday 13 October 2025
China's golden week holiday boosts travel, but electronics sales stall
China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never...
Monday 13 October 2025
TV panel area growth set to slow as screen sizes hit limits
Global TV shipments have been declining due to lifestyle changes, but large-area panel shipments have continued to grow as consumers increasingly prefer larger screen sizes. However,...
Monday 13 October 2025
Research insight: How agentic AI is driving the next phase of automotive innovation

As the automotive industry races toward smarter, more autonomous vehicles, a new generation of artificial intelligence (AI) is taking...

Friday 10 October 2025
China's top-four TV brands dominate 90% of surging miniLED market
MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with...
Thursday 9 October 2025
LG strengthens SDV footprint with top global automakers
LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions...
Thursday 9 October 2025
Asustek eyes to double current PC sales in India by 2030
Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030....
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens...
Thursday 9 October 2025
Speed vs. strategy: the diverging paths of Tesla and China's EV makers

In the rapidly evolving race to dominate automotive electrification and vehicle electronics, speed and timing have become the ultimate...