Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Friday 17 July 2026

SK Group chair floats 'memory as a service' model for SK Hynix

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a...

Friday 17 July 2026

TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several...

Friday 17 July 2026

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year...

Friday 17 July 2026

Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs

Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...

Friday 17 July 2026

South Korean suppliers ramp up hybrid bonding R&D beyond HBM5

As high-bandwidth memory (HBM) stacks add more layers, requirements for chip-to-chip bonding accuracy and signal transmission efficiency are becoming more demanding.

Friday 17 July 2026

Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home

TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the...

Friday 17 July 2026

Ubiqconn raises North America output as June sales rebound

Ubiqconn Technology said its North America localization strategy was gaining traction in June 2026, with its US subsidiary contributing more revenue and becoming a larger base for...

Friday 17 July 2026

EU lags in critical raw materials as AI, EV and SDV demand rises

Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric vehicles drive demand for critical minerals and local production. For readers worldwide,...

Friday 17 July 2026

South Korean bill could let SK Hynix bring in outside investors for new fabs

A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general holding company to retain a stake...

Friday 17 July 2026

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

Friday 17 July 2026

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...

Friday 17 July 2026

Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...

Friday 17 July 2026

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...

Friday 17 July 2026

Volkswagen's cuts lay bare Europe's deeper auto industry crisis

Volkswagen, the world's second-largest automaker, has expanded production cuts and layoffs, drawing scrutiny to the pressures facing...

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

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