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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025
70% local manufacturing supports India-based boAt's growth and IPO plans
IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...
Wednesday 8 October 2025
GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...
Tuesday 7 October 2025
Huawei overtakes Apple, topping global smartwatch market
Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since...
Tuesday 7 October 2025
Global funds reportedly back LG Electronics India's US$1.3 billion IPO ahead of bidding
The sovereign wealth funds of Abu Dhabi, Norway, and Singapore, along with global money managers including BlackRock Inc. and Fidelity International Ltd., have reportedly joined the...
Tuesday 7 October 2025
Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt
Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain...
Tuesday 7 October 2025
US pickups face roadblocks in Europe as vehicle standard reciprocity proves elusive
Recent US-EU tariff negotiations promised to dismantle trade barriers and establish mutual recognition of automotive standards. The US has already cut EU car import tariffs from 27.5%...
Tuesday 7 October 2025
AI demand drives PCB material prices up amid supply strain
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Monday 6 October 2025
Taiwan's JPC Connectivity expands fiber, high-power, and PCIe portfolio, projects solid 2026 outlook
Benefiting from rising demand for AI servers and high-speed interconnects, Taiwan's JPC Connectivity expressed cautious optimism for the second half of 2025 and into 2026 during its...
Sunday 5 October 2025
V2X risk becoming Trojan horses in AI cyber arms race
As the automotive industry is transitioning from hardware manufacturing toward software-defined vehicles (SDVs), a digital war is also accelerating. The recent cyberattack on Jaguar...
Friday 3 October 2025
AI Automotive Industry Alliance debuts in Taiwan, targeting autonomous logistics as first step in next-gen mobility integration
As electric and autonomous vehicle technologies reshape global mobility, Taiwan has officially launched the AI Automotive Industry Alliance on October 1, 2025. The new coalition brings...
Friday 3 October 2025
Taiwan forms AI automotive alliance to build trillion-dollar smart vehicle industry
The Taiwan Automotive International Forum & Exhibition (TAIFE) launched an AI automotive industry alliance on October 1, 2025, marking a collaborative effort between the government,...
Friday 3 October 2025
Hyundai Mobis to mass-produce domestically developed automotive semiconductors from 2026
Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting...
Friday 3 October 2025
Taiwan IPC market in recovery despite looming tariff and supply chain risks
Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan's industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation...