Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Tuesday 25 August 2026

Taiwan AI server supply chain expands China footprint

Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...

Tuesday 25 August 2026

AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way

Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...

Tuesday 25 August 2026

TSMC suppliers reportedly plan Taiwan plant for critical chipmaking tubing

Taiwan's semiconductor supply chain is moving to close a gap that turned costly during the industry's last major crunch: the plastic tubing that carries chemicals through chip fabs...

Tuesday 25 August 2026

AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26

AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...

Tuesday 25 August 2026

Vera Rubin transition gap eases as ASIC, general servers rescue supply chain

As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...

Tuesday 25 August 2026

US voices first complaint over South Korea's KRW800 trillion chip cluster as investment pressure mounts

The US has informally expressed dissatisfaction with the South Korean government's KRW800 trillion (US$578.5 billion) plan to build a semiconductor cluster in the country's southwest...

Tuesday 25 August 2026

Energy law amendments lift AIDC storage demand in Taiwan

AI data centers (AIDCs) will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery...

Tuesday 25 August 2026

AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

Tuesday 25 August 2026

Tactical drone market reshapes as startups and incumbents compete

The tactical drone market is entering a turning point in which legacy platform suppliers and software-driven startups are competing head-on while also seeking new roles through collaboration...

Tuesday 25 August 2026

Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch

As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the...

Tuesday 25 August 2026

AIDC eyes 2H26 lift from drones, jets

Aerospace Industrial Development (AIDC) is cautiously optimistic about business momentum in the second half of 2026 as Taiwan's drone policy becomes clearer and defense work stays...

Tuesday 25 August 2026

SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...

Tuesday 25 August 2026

Samsung Display resumes A7 construction as foldable demand rebounds

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project...

Tuesday 25 August 2026

CNFI White Paper outlines solutions as labor, transformation, and energy headline Taiwan's industry hurdles

Navigating volatile US tariff policies, escalating geopolitical tensions, and a productivity revolution driven by agentic AI, Taiwan's industrial sector has reached a decisive cros...

Tuesday 25 August 2026

Applied Materials executive says data centers set new AI competition standard

Commenting on the current surge in artificial intelligence (AI), Erix Yu, group vice president of Applied Materials and president of...

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