Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Tuesday 14 April 2026

TCL reportedly explores stake sale in India TV unit

TCL Electronics Holdings Ltd. is considering selling a stake in its Indian television manufacturing unit to local investors as part of efforts to expand its business in the country,...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

Tuesday 14 April 2026

Passive component demand splits in 2026; AI and autos hold firm

The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

Monday 13 April 2026

Apple reportedly tests four smart glasses designs ahead of 2027 launch

Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027,...

Monday 13 April 2026

Pegatron reports modest recovery as shipments pick up

Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a...

Monday 13 April 2026

Apple seeks Samsung internal data for US antitrust defense

Apple is attempting to obtain confidential internal data from Samsung Electronics as part of its defense against a US antitrust lawsuit, aiming to use Samsung's market information...

Monday 13 April 2026

Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth

Industrial PC (IPC) maker Sysgration saw consolidated revenue reach NT$292 million (US$9.2 million) in March 2026, buoyed by its three main product lines of backup battery units (BBUs),...

Monday 13 April 2026

How Foxconn is winning a bigger slice of MacBook Neo orders

Apple's most price-competitive notebook ever, the MacBook Neo, triggered a buying frenzy immediately after its launch in March, with market demand significantly exceeding expectations...

Monday 13 April 2026

SAS Group's green and AI pivot gains traction

SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...

Sunday 12 April 2026

Murata produces seven automotive MLCCs for autonomous driving and power supply markets

Murata Manufacturing, a leading Japanese passive component manufacturer, announced that it has begun mass production of seven types of multilayer ceramic capacitors (MLCCs) for automotive...

Sunday 12 April 2026

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...

Saturday 11 April 2026

Sharp launches edge AI companion device with private cloud memory in Taiwan

Sharp's Poketomo launch in Taiwan illustrates how edge computing, combined with private cloud storage, is reshaping consumer AI devices, promising lower latency, enhanced privacy,...

Friday 10 April 2026

Compal sees PC demand steady, server shipments set to double quarterly

Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...

Friday 10 April 2026

Realtek posts 39% revenue surge as new SerDes demand drives growth

Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...

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