Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Wednesday 21 January 2026

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026

AI servers and chips push Taiwan December exports to record highs

Taiwan's Ministry of Economic Affairs (MOEA) reported on January 20, 2026, that strong demand for IC manufacturing and AI servers propelled export orders to new heights in December...

Wednesday 21 January 2026

Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand

Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...

Wednesday 21 January 2026

Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam

On January 16, 2026, Taiwan and the US finalized a trade agreement that cuts tariffs on Taiwanese exports to the US to 15% without stacking. The US also pledged most-favored-nation...

Wednesday 21 January 2026

Column: Japan bets on deep-sea rare earth mining to break China's supply grip

On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu...

Wednesday 21 January 2026

China tightens rare earth export controls to Japan, further fueling geopolitical tensions

Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's...

Wednesday 21 January 2026

Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

As Taiwan and the US reached a consensus in their tariff negotiations, a long-standing cloud hanging over Taiwan's automotive aftermarket...

Wednesday 21 January 2026

Trump signals new tariffs, casting fresh shadow over Europe's auto industry

President Trump's recent decision to link the question of Greenland's sovereignty with punitive tariffs has sent a chill through Europe's...

Wednesday 21 January 2026

Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment

After the Ministry of National Defense (MND) of Taiwan completed a classified report to the Legislative Yuan on a special military procurement bill totaling NT$1.25 trillion (approx...

Wednesday 21 January 2026

Taiwan's industrial park model goes global

Taiwan's tech sector is advancing its global layout amid a worldwide push for restructuring supply chains and promoting localized manufacturing. As evidenced in the recent trade agreement...

Wednesday 21 January 2026

South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix

South Korea said it will seek negotiations with the US after Washington imposed a 25% tariff on selected semiconductor products, a move that has placed the country's leading chipmakers,...

Wednesday 21 January 2026

China races to catch up with memory chip leaders in LPDDR6

China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...

Wednesday 21 January 2026

Taiwan rolls out tiered electricity rates for data centers amid AI power crunch

Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data...

Tuesday 20 January 2026

Taiwan ramps up semiconductor research while US chip relocation debate rages on

Following the conclusion of tariff negotiations between Taiwan and the US, both sides have presented differing interpretations: Taiwan's Executive Yuan has expressed satisfaction with...

Tuesday 20 January 2026

AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...

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