Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 18 September 2026

Winbond's Infineon buyout puts GigaDevice under pressure

Winbond Electronics' US$1.12 billion acquisition of Infineon's NOR Flash and ferroelectric RAM (F-RAM) businesses has drawn close attention...

Thursday 17 September 2026

Physical AI drives autonomous driving upgrade; three efficiency factors lift AI accelerator demand

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive...

Thursday 17 September 2026

China optical suppliers power smart glasses supply chain

China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...

Thursday 17 September 2026

China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat

China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories...

Thursday 17 September 2026

China's FAW may become GAC's second-largest shareholder, possibly restructuring the Toyota China model

Consolidation chatter within China's automotive industry has reignited following an announcement by Guangzhou Automobile Group (GAC...

Thursday 17 September 2026

Onsemi puts power density at the center of its next-decade strategy

Onsemi is seeking to capture more value from AI, electrification, and automation by expanding from individual semiconductors into integrated...

Thursday 17 September 2026

Intel CEO warns of 2027 memory crunch and tighter CPU supply

AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse...

Thursday 17 September 2026

Apple's foldable phone puts thinness, weight in focus

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization...

Wednesday 16 September 2026

Infineon exits NOR Flash with US$1.12 billion sale to Winbond, reviving Spansion name

Winbond Electronics will buy Infineon Technologies' NOR Flash and F-RAM business for US$1.12 billion in cash and rename it Spansion, the name of the US memory pioneer whose NOR Flash...

Wednesday 16 September 2026

Soaring memory costs threaten Netronix's e-reader growth, even as new display markets stay on track

Netronix said rapidly rising memory prices are squeezing the consumer electronics supply chain, raising e-book reader costs and slowing some e-paper display projects. Even so, the...

Wednesday 16 September 2026

Samsung Exynos regains share as Galaxy phones test 2nm

Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market...

Wednesday 16 September 2026

Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a...

Wednesday 16 September 2026

Huawei reportedly scales back AITO role as Seres takes greater control

Huawei and Seres, a Chongqing-based premium manufacturer of high-end electric NEVs, are reportedly adjusting their smart vehicle partnership in the AITO brand. Huawei would shift toward...

Wednesday 16 September 2026

AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Tuesday 15 September 2026

How AI real-world deployment is rewriting IPC business models

Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics...

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