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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Geely introduces DeepSeek model, ushering in significant upgrades for future vehicles
Geely Auto (Geely) recently introduced the DeepSeek large language model, set to enable significant leaps in human-machine interface (HMI) upgrades for its vehicles in the future...
Tuesday 11 February 2025
Panel demand set to surge in 2025, but challenges loom in 2H25
Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter...
Tuesday 11 February 2025
China auto merger creates world's fifth-largest automaker, poised to upend BYD dominance
Chinese automotive manufacturers Changan Automobile and Dongfeng Automobile are reportedly planning to merge, aiming to enhance their global competitiveness by combining resources...
Tuesday 11 February 2025
Onsemi eyes weak 1Q25 amid slow automotive market
Onsemi reported fourth-quarter revenue declined 15% year over year to US$1.72 billion, missing expectations. With lower margins and a weak first-quarter forecast, analysts express...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...
Tuesday 11 February 2025
GiantPlus sees brighter 2025 despite seasonal dip, shifts focus to industrial panels
GiantPlus expects a stronger 2025 as demand trends stabilize, despite a seasonal slowdown in the first quarter. Revenue is set to decline from the previous quarter but should stay...
Tuesday 11 February 2025
Yulon Group accelerates EV adoption in Taiwan and expands global footprint
Yulon Group has reinforced its commitment to accelerating electric vehicle (EV) adoption in Taiwan while expanding its mobility service ecosystem. During its Lunar New Year opening...
Monday 10 February 2025
Taiwan auto supply chain monitoring inflation, Southeast Asia amid changing tariff policies
Prior to the start of US President Donald Trump's second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of...
Monday 10 February 2025
Major players actively position themselves as DeepSeek stimulates AI consumer demand
With the launch of DeepSeek, the application of artificial intelligence (AI) is rapidly penetrating various fields, indicating that the demand for AI consumption will further increase...