Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 18 February 2026

GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores...

Tuesday 17 February 2026

Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay

A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...

Tuesday 17 February 2026

Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai

Apple Inc. has announced a "special Apple experience" scheduled for March 4, 2026, at 9:00 a.m. Eastern Time, according to invitations sent to media and industry guests.

Tuesday 17 February 2026

GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal

GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor...

Monday 16 February 2026

Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

Saturday 14 February 2026

China sets price guidelines to curb cutthroat EV competition

China's State Administration for Market Regulation (SAMR) issued a set of guidelines on February 12 aimed at regulating pricing throughout the automotive production process, as part...

Friday 13 February 2026

AUO to hire 1,000 in 2026 as AI expands display, smart mobility push

Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction...

Friday 13 February 2026

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...

Friday 13 February 2026

Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says

Taiwan's Executive Yuan announced that US-made vehicles will face zero tariffs and no import quantity restrictions after a trade agreement with the US. Automotive industry representatives...

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...

Friday 13 February 2026

Psyonic's plug-and-play robotic hand enters Apptronik's humanoid ecosystem

Robotic end effectors, particularly dexterous hands, have become a critical bottleneck in the commercial deployment of humanoid robots. US start-up Psyonic is addressing this gap with...

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...

Thursday 12 February 2026

BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing

BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...

Thursday 12 February 2026

Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is...

Thursday 12 February 2026

Weblink posts record January revenue as AI demand boosts data center and consumer markets

Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven...

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