Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 17 April 2026

Samsung deploys AI across TV lineup to counter Chinese rivals and weather weak demand

On April 15, Samsung Electronics unveiled a broad AI-driven TV strategy at "The First Look Seoul 2026" event in Seoul, signaling an aggressive bid to differentiate its products through...

Friday 17 April 2026

C*Core completes internal testing of RISC-V automotive AI MCU with post-quantum security

Suzhou C*Core Technology announced on April 15 that its next-generation automotive microcontroller unit (MCU), the CCRC4XXX series, has completed internal testing, marking a milestone...

Friday 17 April 2026

Samsung's VD division reviews China strategy as local rivals gain ground

Rumors of a restructuring of Samsung Electronics's China operations are gaining momentum, with reports suggesting potential scaling back—or...

Friday 17 April 2026

Stellantis, Microsoft ink five-year deal to scale AI, cybersecurity

Stellantis and Microsoft announced a five-year strategic partnership on April 16 to co-develop AI, cybersecurity, and engineering capa...

Friday 17 April 2026

China wafer maker NSIG lifts revenue on 300mm momentum

National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...

Friday 17 April 2026

Apple highlights record progress in recycled materials across products

Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move...

Friday 17 April 2026

China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon...

Friday 17 April 2026

Japan backs Sony image sensor expansion with up to US$380 million subsidy

Japan has announced government support for Sony's image sensor expansion project in Kumamoto, underscoring the strategic importance of semiconductor supply chains for artificial intelligence...

Friday 17 April 2026

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...

Thursday 16 April 2026

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...

Thursday 16 April 2026

Mobile manufacturers adapt to soaring key component prices with strategic measures

Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...

Thursday 16 April 2026

US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains

The ongoing US–Iran conflict is raising global costs for raw materials and energy, leading to higher prices and shortages across sectors such as plastic packaging and consumer...

Thursday 16 April 2026

Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue

Advanced Power Electronics Corp.'s (APEC's) report signaling rising component costs and constrained foundry capacity has implications for global tech supply chains, potentially affecting...

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