CONNECT WITH US
Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Thursday 16 July 2026
Samsung may scale back foldable storage upgrades as memory costs rise
Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...
Thursday 16 July 2026
Taiwan power device makers gain from automotive inventory buildup and order shifting
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
Thursday 16 July 2026
Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...
Wednesday 15 July 2026
Lenovo says US ThinkBook models do not use YMTC SSDs
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...
Wednesday 15 July 2026
MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026
OpenAI's rumored screenless speaker takes on Apple, Amazon, and Google in the living room— and in courts

OpenAI's first consumer device is shaping up as a direct bid for the center of the home, a move that would pit the ChatGPT maker against...

Wednesday 15 July 2026
EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

The European Commission has exempted a swathe of connected consumer and industrial products from its rule requiring that portable batteries...

Wednesday 15 July 2026
China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are...

Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty
India's antitrust regulator has penalized HP India and 16 of its resellers for rigging bids in the sale of printer consumables, in one of two orders that together impose the country's...
Wednesday 15 July 2026
Microsoft's Xbox overhaul signals AI is overtaking gaming in Big Tech capital allocation
Microsoft has announced an expanded 3,200-job cut at its Xbox division and is evaluating whether to split off or sell certain game studios. Analysts say the move is more than a routine...
Wednesday 15 July 2026
Rebound in North American AM market lifts Taiwanese auto parts suppliers
The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...
Tuesday 14 July 2026
Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026
Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026
Bosch starts sample production at its first US chip plant after securing up to US$225 million

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an...