Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

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...

Sunday 16 August 2026

AI reshapes semiconductor testing as KYEC pushes four-way model

As AI chip value and integration complexity keep rising, King Yuan Electronics (KYEC) President Gauss Chang said semiconductor testing...

Sunday 16 August 2026

AI product cycle lifts Chroma test demand

AI is sharply increasing demand for test and measurement equipment, turning it from a cost-cutting support tool into a must-have, said Chroma president I-Shih Tseng. He said he expects...

Sunday 16 August 2026

HDRE reports first-half growth as Japan and Australia projects expand

HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of...

Saturday 15 August 2026

Taiwan Gold Card approvals for finance professionals top 1,000

Taiwan has approved more than 1,000 Employment Gold Cards for finance professionals as the government broadens its push to attract overseas talent and develop Taiwan into an Asian...

Saturday 15 August 2026

Century Group pivots beyond offshore wind with four-pronged energy strategy

Century Iron and Steel Industrial (CIS) and Century Wind Power (CWP) held a joint investor conference on August 13. Driven by a significant...

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