Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Wednesday 18 February 2026

What the EU's 70% local content threshold means for its industrial base

The European Union is preparing a structural shift in industrial policy, linking electric vehicle subsidies and public procurement to binding...

Wednesday 18 February 2026

AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 18 February 2026

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Wednesday 18 February 2026

AI factory boom in Taiwan fuels construction and land plays

As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...

Monday 16 February 2026

AI supply chain tracker: Power, substrate, and thermal split on momentum

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...

Monday 16 February 2026

Taiwan rolls out AI push to transform its 1.71 million SMEs

Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...

Monday 16 February 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Monday 16 February 2026

Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...

Sunday 15 February 2026

UMC appoints new representative as Unimicron chairman Tseng retires

Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...

Sunday 15 February 2026

Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...

Sunday 15 February 2026

A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology...

Sunday 15 February 2026

From nanometers to nectar: the secret flavors of TSMC's fab honey

In a development few would associate with the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC) has expanded an environmental initiative that now encompasses...

Sunday 15 February 2026

Why is TSMC spending $45bn so early?

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

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