Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 10 February 2026

Asus' AI server push bolsters revenue despite memory shortages

Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.

Tuesday 10 February 2026

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...

Tuesday 10 February 2026

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...

Tuesday 10 February 2026

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...

Tuesday 10 February 2026

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...

Tuesday 10 February 2026

India does the heavy lifting: RISC-V moves into cars and factories

RISC-V is gaining commercial traction in automotive and industrial electronics, though its adoption remains constrained by execution risk and uneven ecosystem maturity, according to...

Monday 9 February 2026

Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Monday 9 February 2026

India-US trade deal offers tariff cuts, capital goods access to reshape supply chains

New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that...

Monday 9 February 2026

Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature

Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...

Monday 9 February 2026

South Korea bets on AI and electric powertrains to shape cars of future

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026,...

Monday 9 February 2026

Exclusive: Color e-paper fuels an e-reader boom across Asia, E Ink says

At the annual Taipei International Book Exhibition — traditionally a peak season for e-reader launches and promotions — E Ink Holdings, the world's largest e-paper material...

Sunday 8 February 2026

Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world

Dassault Systèmes announced that it will undertake its largest-ever technology integration with Nvidia, deepening a partnership that spans more than 25 years. Under the expanded...

Sunday 8 February 2026

Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook

Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...

Sunday 8 February 2026

Google named Apple's preferred cloud provider as AI partnership details remain unclear

Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence,...

Saturday 7 February 2026

Musk rains on Apple's EV parade: Talent alone isn't enough

Elon Musk said Apple's failed attempt to develop an electric vehicle underscores a broader misconception in the technology industry: that recruiting high-profile talent from established...

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