Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Monday 17 August 2026

Taiwan extends graduate stays to 2 years to ease talent shortages

Taiwan has begun allowing overseas Chinese and foreign graduates with associate degrees or higher to extend their residence for up to two years, a change that has already driven a...

Monday 17 August 2026

TSMC and Micron boom drives Taiwan 'fab five's 1H26 profits

TSMC, Micron, ASE, and SPIL continue to expand their advanced-node and OSAT investments, driving stronger first-half 2026 results for...

Monday 17 August 2026

Samsung weighs Giheung R&D line for 2nm HBM foundry capacity

Samsung Electronics is reportedly considering repurposing the second line at its next-generation semiconductor R&D complex in Giheung...

Monday 17 August 2026

Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises

Samsung Electro-Mechanics (SEMCO) and LG Innotek pushed their semiconductor package substrate operations close to full capacity in...

Monday 17 August 2026

US drone tariff tests whether allies can truly replace China

Washington has spent years tightening controls on Chinese technology across strategically important supply chains. That playbook is...

Monday 17 August 2026

US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive...

Monday 17 August 2026

AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test

Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...

Monday 17 August 2026

OCI thins solar wafers to boost Vietnam output 39%

OCI Holdings is turning to thinner solar wafers to raise output from its Vietnam operations by nearly 40% without adding production lines, as demand from US customers outpaces existing...

Monday 17 August 2026

AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains

Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...

Monday 17 August 2026

T-glass demand surges as IC substrate makers see shortages through 2028

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...

Monday 17 August 2026

Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates

AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain...

Sunday 16 August 2026

Samsung, SK Hynix HBM4 hiring war drains South Korea's chip design talent

South Korea's semiconductor talent shortage is intensifying as Samsung Electronics and SK Hynix recruit experienced chip designers for increasingly complex HBM4 products, drawing key...

Sunday 16 August 2026

Taiwan Mobile launches tender offer for Systex, targeting majority control

Taiwan Mobile said on August 12 that its board approved a tender offer for Systex Corporation common shares through its wholly owned subsidiary Taiwan Cellular, with the goal of lifting...

Sunday 16 August 2026

Edgecore pushes all-optical networking for distributed AI data centers

Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...

Sunday 16 August 2026

TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts...

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