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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 16 June 2025
European auto supplier plans SiC fab sale amid industry shakeout
With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive...
Monday 16 June 2025
Taiwan optical firm targets auto market as phone demand wanes
Taiwan's Zhong Yang Technology is pivoting from smartphones to automotive applications, betting on mandatory driver monitoring systems to fuel growth as the mobile market saturates...
Monday 16 June 2025
Analog chipmakers defy semiconductor gloom with optimistic outlook

While many chipmakers remain cautious about market conditions heading into 2025—especially those outside the booming cloud AI sector—companies...

Monday 16 June 2025
Acer chief strategy officer becomes chair of IPC maker Posiflex
Acer's chief strategy officer, Kuo Jian-Cheng, has assumed the chairmanship of Posiflex Technology following the company's acquisition of a major stake in the industrial PC (IPC)...
Friday 13 June 2025
Trump's NATO demands fuel EU defense boom, Taiwan's tech cash in
Europe's military-industrial supply chain is experiencing renewed momentum as US President Donald Trump's hardline stance on NATO defense budgets continues to reshape spending priorities...
Friday 13 June 2025
Taiwan IPC makers seek tech giant backing among AI boom
Cloud computing and AI adoption across industries are driving demand for industrial PCs (IPCs), prompting manufacturers to pursue strategic partnerships and acquisitions to meet specialized...
Friday 13 June 2025
China's 618 shopping festival boosts electronics sales as subsidy funds run dry
China's mid-year 618 Shopping Festival has driven a surge in consumer electronics sales, with smartphones, home appliances, and computers hitting peak demand as government subsidies...
Friday 13 June 2025
China EV price war sparks supply chain fears despite payment reform pledges
As China's electric vehicle (EV) giants push deeper into a bruising price war, promises of faster payments to suppliers are doing little to ease growing fears of a broader industry...
Friday 13 June 2025
Taiwan's TPK resets post-iPhone: e-readers scale, LiDAR pivots to delivery bots—and what's next?
TPK Holding Co. has landed a major e-reader module order from a European client, signaling progress in the company's strategic shift beyond traditional touch panel markets. Mass production...
Friday 13 June 2025
Qualcomm expands AI footprint with new R&D center in Vietnam
Qualcomm has officially launched an artificial intelligence (AI) research and development center in Vietnam, focusing on generative AI and AI agent solutions across smartphones, PCs,...
Friday 13 June 2025
Fujitsu sells power modules business to India-based L&T Semiconductor and Kaynes Semicon in strategic realignment
Fujitsu General Ltd. announced that it agreed to sell its power modules business, operated by subsidiary Fujitsu General Electronics Ltd. (FGEL), to India's L&T Semiconductor...
Friday 13 June 2025
Taiwan’s smart home market heats up with Mova’s debut
Taiwan's smart home market is gaining momentum as brands increasingly integrate artificial intelligence (AI) and generative AI into their product lines. This trend is drawing not...
Thursday 12 June 2025
China's MLCC makers carve out 10% share — How does Semco adjust course?
Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly...
Thursday 12 June 2025
Microsoft enters handheld gaming with Asus-powered Xbox console
Microsoft will enter the handheld gaming console market for the first time under its Xbox brand, with a product launch planned for the peak consumer season at the end of 2025. The...
Thursday 12 June 2025
Switch 2 launch boosts demand outlook for component suppliers amid record-breaking sales
Nintendo's newly launched gaming console, the Switch 2, has sold more than 3.5 million units globally within just four days of its release on June 5, the company announced on June...