Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 11 March 2026

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...

Wednesday 11 March 2026

Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

Samsung Electronics plans to focus its new foundry plant in Taylor, Texas, on high-performance computing (HPC) and automotive semiconductors...

Wednesday 11 March 2026

JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics...

Wednesday 11 March 2026

Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market

Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the...

Wednesday 11 March 2026

NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits

Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...

Tuesday 10 March 2026

Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026

Adlink reports 16% rise in February revenue as edge AI display demand grows

Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.

Tuesday 10 March 2026

Apple's smart home ambitions stalled by Siri AI delays

Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing...

Tuesday 10 March 2026

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

Tuesday 10 March 2026

SAS Group leverages semiconductor and energy synergy from space tech to net zero

Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...

Monday 9 March 2026

US auto market hits a wall as subsidies dry up and buyers max out

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...

Monday 9 March 2026

China warns Nexperia dispute could trigger new global chip shortage

China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

Monday 9 March 2026

Beyond the firefighter: Why automakers are overhauling the corner office

From early 2025 through 2026, nine major automakers across Europe, the US, Japan, and South Korea have replaced their CEOs. The scale of the reshuffle goes beyond routine succession...

Monday 9 March 2026

US and Finland lead bids for Taiwan's quantum hybrid computing system

The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system...

Monday 9 March 2026

Inside Apple's US$599 MacBook Neo and the 3D-printed future

The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry...

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