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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 13 May 2026
Canada warns US tariff rollback is nonnegotiable as USMCA review looms
Canada and industry groups pushed back against the prospect of linked concessions as the US prepared for a high-level summit with China on May 14 and North America readied for the...
Wednesday 13 May 2026
Google unveils Gemini-powered Android future at Android Show: I/O Edition
At the Android Show: I/O Edition on May 12, Google unveiled a comprehensive set of updates to its Android platform and related services, marking a significant shift from operating...
Wednesday 13 May 2026
Google launches Googlebook, a new AI-native laptop category built around Gemini
Google on May 12 unveiled Googlebook, a new line of laptops it describes as the first designed from the ground up for AI, merging Android's app ecosystem with ChromeOS's browser capabilities...
Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
Wednesday 13 May 2026
Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals
Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
Monday 11 May 2026
Advantech April revenue hits record as edge AI surges
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
Monday 11 May 2026
FocalTech forecasts return to growth as product mix improves
FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability...
Monday 11 May 2026
Samsung reportedly offers above-law severance in China while monitor sales linger
Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a...
Monday 11 May 2026
Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million,...
Saturday 9 May 2026
What's driving the TSMC-Sony AI sensor JV?
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
Saturday 9 May 2026
Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...