Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 25 March 2026

Denso proposes acquisition of Rohm to strengthen automotive and power control

Automotive parts giant Denso, closely linked with Toyota Motor, has officially submitted a proposal to acquire shares in Rohm Semiconductor, signaling its clear intent to pursue a...

Wednesday 25 March 2026

Samsung Galaxy S26 bridges AirDrop gap, ending 'green bubble' isolation

Samsung Electronics officially announced a transformative update to its Quick Share solution, marking a historic shift in the mobile industry by...

Wednesday 25 March 2026

TYC Brother strengthens AM and OEM dual-track strategy, with North America plant set to contribute in 2027

Aftermarket (AM) automotive lighting manufacturer TYC Brother Industrial posted NT$24.42 billion (US$763 million) in consolidated revenue in 2025, marking a recent high as the company...

Wednesday 25 March 2026

TSMC SVP Lora Ho to retire, set to join Acer as independent director

Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...

Wednesday 25 March 2026

Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...

Wednesday 25 March 2026

Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure

On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...

Tuesday 24 March 2026

DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26

Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...

Tuesday 24 March 2026

Sharp taps BD chief as CEO in post-restructuring shift

Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas...

Tuesday 24 March 2026

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026

SDV deployment of auto Tier-1 and processor players

Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.

Tuesday 24 March 2026

Japan exits the living room: TCL nears deal to acquire Sony's TV business

Sony's deal to sell off a majority stake of its television business to rival TCL is reportedly nearing completion. The proposed US$1 billion transaction reflects the long decline of...

Tuesday 24 March 2026

Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets

Excellence Optoelectronics (EOI) is preparing for volume production to begin in July at its soon-to-be-completed Phase 1 plant in Mexico, aiming for an 80% utilization rate by year-end...

Tuesday 24 March 2026

Crude oil price rise ripples through automotive supply chain, squeezing parts makers

Global crude oil prices have swung higher in recent weeks, sending ripples through energy markets that are now coursing swiftly into downstream manufacturing. Few sectors have felt...

Monday 23 March 2026

Nvidia sees self-driving cars as a long-term growth engine

Beyond its GTC conference, autonomous vehicles have long stood out as a key application in Nvidia's AI ecosystem. For the company, revenue from self-driving systems represented only...

Monday 23 March 2026

Memory supply squeeze dents IPC profits

The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...

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