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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 25 June 2025
China's 618 shopping fest loses steam as subsidy rules curb promotional tactics
China's annual 618 Shopping Festival delivered weaker sales momentum this year as government subsidy programs curtailed retailers' ability to deploy aggressive pricing strategies,...
Wednesday 25 June 2025
Taiwan chip designers gain ground in global fan motor driver market
Taiwan's semiconductor companies are expanding their presence in the worldwide fan motor driver integrated circuit market as foreign competitors retreat. Beyond established player...
Wednesday 25 June 2025
Adlink's three strategic pillars and four growth verticals for AI future
Adlink chairman Jim Liu expressed confidence in the company's future, highlighting that the number of design wins for 2024 has reached the highest level in 30 years. Despite tariff...
Wednesday 25 June 2025
China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost
The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish...
Wednesday 25 June 2025
Clevo expects revenue rebound in 2Q25 amid new products and strong Asia-Pacific demand
Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to...
Tuesday 24 June 2025
Tesla robotaxi quietly launches as auto camera margins squeeze suppliers
Tesla's robotaxi service has soft-launched with limited fanfare, though the autonomous vehicle sector continues drawing global investor interest. Industry analysts are tracking related...
Tuesday 24 June 2025
IPC firms navigate currency whiplash, conflict risk, and client caution
Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency...
Tuesday 24 June 2025
South Korea steps up legal fight as Chinese 'red tech' pushes into key industries
As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding...
Tuesday 24 June 2025
Jih Lin Technology expects tariff-driven orders to boost 1H25 among weak end demand
Taiwan's Jih Lin Technology Co., a power semiconductor lead frame manufacturer, said tariff-driven orders will likely extend into the second quarter due to suspended reciprocal tariffs...
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving,...
Monday 23 June 2025
JMO Corp bets on AR glasses as next growth engine

Optical mold manufacturer JMO Corp convened its annual shareholder meeting on June 19, where Chairman Rong-jhou Li and GM Jhih-cheng...

Monday 23 June 2025
Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications
Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...
Monday 23 June 2025
Automotive winter sets in — Bosch turns local in Taiwan
Amid rising tariffs and cooling global demand, Robert Bosch GmbH is realigning its Taiwan strategy, focusing on local integration, aftermarket support, and scalable driver-assistance...
Monday 23 June 2025
Taiwan's AOET eyes 2H25 lift as notebook builds begin, tariff fog lingers
Ability Opto-Electronics Technology (AOET) held its annual shareholder meeting on June 20, led by Chairman Victor Kao. He voiced cautious optimism for the second half of 2025, citing...
Monday 23 June 2025
Panel firms up AMOLED investment as Apple eyes MacBook integration
Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments...