CONNECT WITH US
Global supply chain: Advanced economies
Advanced economies news coverage
IN THE NEWS
Monday 4 May 2026
Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

Monday 4 May 2026
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
Monday 4 May 2026
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026
Taiwan moves to close the gap on semiconductor equipment self-sufficiency
Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...
Monday 4 May 2026
United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
Monday 4 May 2026
ESMC confirmed to be on schedule — and sets its sights on AI
The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...
Monday 4 May 2026
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
Monday 4 May 2026
Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies
Amid shifting geopolitics, collaboration between Europe's electronic warfare expertise and Taiwan's leading supply chain capabilities could materially change how democratic allies...
Monday 4 May 2026
Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency...

Sunday 3 May 2026
Taiwan's Hsin-li Chemical to acquire up to 30% of golf equipment distributor Dacome in tender offer

Hsin-li Chemical, a subsidiary of Taiwan's Sun Yad Group, said it plans to launch an over-the-counter tender offer for shares of Dacome,...

Sunday 3 May 2026
Taiwan quartz makers target LEO satellite boom by 2027
As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
Saturday 2 May 2026
NSTC forms task force to lead Taiwan's multimodal AI foundation model development
Amid the flourishing commercial generative AI landscape dominated by large-parameter language models, Taiwan's National Science and Technology Council (NSTC) has reversed earlier doubts...
Saturday 2 May 2026
Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
Friday 1 May 2026
AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Friday 1 May 2026
Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...