Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Wednesday 25 June 2025

China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost

The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish...

Wednesday 25 June 2025

Clevo expects revenue rebound in 2Q25 amid new products and strong Asia-Pacific demand

Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to...

Tuesday 24 June 2025

Tesla robotaxi quietly launches as auto camera margins squeeze suppliers

Tesla's robotaxi service has soft-launched with limited fanfare, though the autonomous vehicle sector continues drawing global investor interest. Industry analysts are tracking related...

Tuesday 24 June 2025

IPC firms navigate currency whiplash, conflict risk, and client caution

Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency...

Tuesday 24 June 2025

South Korea steps up legal fight as Chinese 'red tech' pushes into key industries

As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding...

Tuesday 24 June 2025

Jih Lin Technology expects tariff-driven orders to boost 1H25 among weak end demand

Taiwan's Jih Lin Technology Co., a power semiconductor lead frame manufacturer, said tariff-driven orders will likely extend into the second quarter due to suspended reciprocal tariffs...

Tuesday 24 June 2025

Coretronic's rapid southbound expansion drives shipment growth outlook for 2025

Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving,...

Monday 23 June 2025

JMO Corp bets on AR glasses as next growth engine

Optical mold manufacturer JMO Corp convened its annual shareholder meeting on June 19, where Chairman Rong-jhou Li and GM Jhih-cheng...

Monday 23 June 2025

Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications

Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...

Monday 23 June 2025

Automotive winter sets in — Bosch turns local in Taiwan

Amid rising tariffs and cooling global demand, Robert Bosch GmbH is realigning its Taiwan strategy, focusing on local integration, aftermarket support, and scalable driver-assistance...

Monday 23 June 2025

Taiwan's AOET eyes 2H25 lift as notebook builds begin, tariff fog lingers

Ability Opto-Electronics Technology (AOET) held its annual shareholder meeting on June 20, led by Chairman Victor Kao. He voiced cautious optimism for the second half of 2025, citing...

Monday 23 June 2025

Panel firms up AMOLED investment as Apple eyes MacBook integration

Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments...

Monday 23 June 2025

French initiative targets chip-level security with FD-SOI technology

Soitec, a leading French provider of semiconductor materials, has partnered with research institute CEA-Leti to develop cybersecurity chips based on Fully Depleted Silicon-On-Insulator...

Monday 23 June 2025

Jarllytec expects moderate growth in 2025, looks forward to new products in 2026

Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced...

Saturday 21 June 2025

Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

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