Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...

Thursday 12 February 2026

BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing

BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...

Thursday 12 February 2026

Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is...

Thursday 12 February 2026

Weblink posts record January revenue as AI demand boosts data center and consumer markets

Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven...

Thursday 12 February 2026

Samsung's premium TV discounts reflect pressure from China's expanding mini LED push

Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional...

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...

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