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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 7 March 2025
AI-capable PC shipment share rises to 23% in 4Q24, says Canalys
AI-capable PC shipments hit 15.4 million units in the fourth quarter of 2024, accounting for 23% of all PC shipments during the quarter, according to the most recent data from Canalys,...
Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Thursday 6 March 2025
Allegro deems Onsemi's $6.9B cash bid "inadequate"
In a bold move that is shaking up the semiconductor industry, Onsemi has publicly disclosed an unsolicited proposal to acquire Allegro MicroSystems for US$35.10 per share in cash,...
Thursday 6 March 2025
A+H IPO rush: Goertek Microelectronics and industry giants fast-track HK listings
The "A+H" dual-listing model—where companies trade shares on both Mainland China's A-share market and the Hong Kong Stock Exchange (HKEX)—is gaining momentum. More Chinese...
Thursday 6 March 2025
Edison Opto expedites localization strategy in Europe amid tariff concerns
In response to recent tariffs and geopolitical risks, Edison Opto's board approved the establishment of a subsidiary in Europe in December 2024. The company believes that tariff concerns...
Thursday 6 March 2025
Hiwin showcases robotic components at TIMTOS 2025
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises,...
Thursday 6 March 2025
Apple debuts new MacBook Air, Mac Studio with AI-ready chips
Apple rolled out updated MacBook Air laptops and Mac Studio desktops, seeking to maintain a sales resurgence for the company's computer line.
Thursday 6 March 2025
MWC 2025: AI and imaging innovations at the forefront, Xiaomi and Honor make significant announcements
The Mobile World Congress (MWC) is a key event for global mobile phone vendors, especially Chinese brands, to unveil new technologies and products. In the competitive AI landscape,...
Wednesday 5 March 2025
Hisense faces lawsuit alleging false QLED TV advertising: Are they just LED TVs?
Hisense USA is the target of a class-action lawsuit alleging that its QLED televisions do not contain quantum dot technology, despite marketing claims. Filed in the Southern District...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Electric vehicle charging: A potential target for hacker attacks
Cybersecurity is becoming increasingly vital in automotive electronics and electrification supply chains, as breaches could paralyze the entire system. UPStream reports 409 cyberattacks...
Tuesday 4 March 2025
Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain
Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025...
Tuesday 4 March 2025
Taiwanese IPC vendor Ennocon reportedly begins operations in India
Ennocon, a Taiwan-based industrial PC (IPC) manufacturer and Foxconn subsidiary, has reportedly begun operations in India, targeting the industrial automation and digital transformation...
Tuesday 4 March 2025
Elan upbeat about notebook growth; to ship fingerprint recognition solutions for AI PCs in 2H25
Taiwan-based Elan Microelectronics, a major provider of touch controller chip solutions, has disclosed that significant order momentum for product lines offering high gross profits...