Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Tuesday 17 March 2026

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Lynas Rare Earths has signed a binding letter of intent to supply rare earth oxides to the US Department of Defense (DOD) over the next four years. According to Lynas, the agreement...

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...

Tuesday 17 March 2026

How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy

The air inside the SAP Center carried more than just Silicon Valley anticipation. There was a distinct sense of historical gravity as Jensen Huang took the stage for GTC 2026.

Tuesday 17 March 2026

Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier

Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...

Tuesday 17 March 2026

Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

Tuesday 17 March 2026

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...

Tuesday 17 March 2026

SK Hynix dethrones Samsung as South Korea's most desired employer

South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects...

Tuesday 17 March 2026

Middle East conflict and Section 301 put manufacturers in a double bind

Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...

Tuesday 17 March 2026

Inter Battery 2026: Global battery market still centered on LFP

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...

Tuesday 17 March 2026

Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs

Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance...

Monday 16 March 2026

India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties

India's Union Budget 2026 has introduced a comprehensive set of tax exemptions and duty-free incentives aimed at securing a larger share of the global technology supply chain, though...

Monday 16 March 2026

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

Monday 16 March 2026

AI boom fuels cargo surge at Taoyuan Airport's free trade zone

Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...

Monday 16 March 2026

Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe

At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...

Monday 16 March 2026

Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race

Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently...

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