Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Friday 10 April 2026

CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR

Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...

Friday 10 April 2026

Samsung's consumer electronics divisions show signs of recovery

Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions,...

Friday 10 April 2026

Exclusive: Samsung weighs Vietnam semiconductor testing facility

According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government...

Friday 10 April 2026

Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's...

Friday 10 April 2026

TCL-Sony merger shifts the competitive landscape for Korean TV giants

China's TCL and Japan's Sony have finalized plans to merge their television and audio businesses into a joint venture. The deal marks a significant shift in the global TV industry...

Friday 10 April 2026

Taiwan targets Poland's drone supply chain as Eastern European demand surges

Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...

Friday 10 April 2026

Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased,...

Friday 10 April 2026

Alibaba's Qwen tops Korea's AI benchmark

Alibaba's Qwen models occupy the top four positions on South Korea's K-AI Leaderboard, overtaking domestic AI models from LG AI Research, SK Telecom, and Naver.

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...

Friday 10 April 2026

AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth

AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications...

Friday 10 April 2026

Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach

Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...

Thursday 9 April 2026

Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

Thursday 9 April 2026

Aspeed and ASMedia propelled to top IC design ranks

Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through—most notably Aspeed and...

Thursday 9 April 2026

Samsung P4 fab nears completion, expanding 1c DRAM capacity

Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...

Thursday 9 April 2026

Samsung profit jumps on memory rally, chips drive over 90% of earnings

Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.

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