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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 2 August 2024
Notebook brands elect to observe before US election due to high costs of transferring orders
As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in...
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Friday 2 August 2024
Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026
Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement...
Thursday 1 August 2024
CWE, CWTC drive growth through panel-level packaging and miniLED solutions
Chang Wah Electromaterials (CWE), a Taiwanese supplier of semiconductor and electronics materials and equipment, is transitioning from 12-inch wafer-level packaging to panel-level...
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
Lenovo aims for all PCs to be equipped with AI by 2027 and smartphones to achieve double-digit growth
Luca Rossi, president of Lenovo's Intelligent Devices Group (IDG), stated that all Lenovo PC products will feature AI functions by 2027. Additionally, Lenovo aims to enhance its smartphone...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Wednesday 31 July 2024
Knobs and buttons make partial return as trend in automotive human-machine interface
In the 2010s, the automotive industry ventured into touch control interfaces, with pioneers like Tesla, Mercedes Benz, and Nissan leading the charge. However, with the European New...
Wednesday 31 July 2024
Chinese suppliers eyes Russia's growing demand for auto parts, supply chain urge caution amid war uncertainties
Automotive component supply-chain stakeholders say they are seeing the disruptions brought by the Russo-Ukraine war on the international industry gradually fading.
Wednesday 31 July 2024
IDMs underperform in 2Q24, indicating automotive IC weakness
Financial data from leading European and American integrated device manufacturers (IDMs) indicate that the automotive semiconductor market is underperforming, with weaker demand than...
Wednesday 31 July 2024
How Taiwan can qualify as the "Island of AI"
At an event hosted by the Macronix Education Foundation on July 27, Cheng-wen Wu, Minister of the National Science and Technology Council, outlined three key indicators that could...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Wednesday 31 July 2024
Taiwan IT firms accelerate expansions beyond China
In the wake of rising geopolitical tensions, Taiwan-based high-tech companies are accelerating their expansions beyond China, which used to be the base for most of their offshore...
Tuesday 30 July 2024
LG Innotek showcases AR glasses with Waveguide technology, targets metaverse
LG Innotek recently showcased a prototype of AR glasses equipped with waveguide technology, garnering significant attention.