Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Friday 21 August 2026

Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up

Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...

Friday 21 August 2026

US ban on robot dogs clears the way for Taiwan's Swancor

To safeguard national security and the development of the AI supply chain, the US has banned imports of advanced humanoid robots. Against that backdrop, Taiwan-based Swancor unveiled...

Friday 21 August 2026

Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent

South Korean AI infrastructure provider Elice Group is expanding on two fronts, adding enterprise AI transformation (AX) solutions while building what it says will be the country's...

Friday 21 August 2026

Korean display makers step up OLED patent push as China narrows technology gap

Korean display makers are stepping up patent licensing and cross-border enforcement as Chinese rivals have sharply narrowed the technology and market-share gap in OLED since 2020,...

Friday 21 August 2026

Samsung holds off on High-NA EUV until 1nm production

Samsung Electronics does not expect to move High-NA EUV lithography into volume production until its 1nm-class generation, a timeline that points to around 2030, after it had earlier...

Friday 21 August 2026

DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

The inference economy has arrived, and Taiwan's tech industry must transition from the "knowledge economy" to the "inference economy,"...

Friday 21 August 2026

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.

Thursday 20 August 2026

Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

Samsung Electronics is gaining pricing power in its foundry business as AI and high-bandwidth memory (HBM) demand tightens advanced-node...

Thursday 20 August 2026

China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers

China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery...

Thursday 20 August 2026

China tightens grip on global LCD market as TV panel share tops 70%

The global LCD panel industry continues to consolidate around Chinese manufacturers, whose share of the LCD TV panel market has remained firmly above 70% and is gradually approaching...

Thursday 20 August 2026

AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027

Taiwan's government expects central tax revenue to reach NT$3.522 trillion in 2027, up 42% from the 2026 budget estimate, driven by continued growth in AI-related manufacturing and...

Thursday 20 August 2026

Nexcom brings together dozens of partners to build open AI robotics ecosystem

Industrial computer (IPC) maker Nexcom International on August 19 officially unveiled its RoboWIZ AI Robotics Open Platform concept at the 2026 Automation Taipei exhibition, bringing...

Thursday 20 August 2026

SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders

SK Hynix is reported to be assembling a high-bandwidth memory (HBM) design team in Silicon Valley, a move that would deepen its co-design work with major US chip customers. Analysts...

Thursday 20 August 2026

Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.

Thursday 20 August 2026

LG Energy Solution starts production at US$2B Michigan plant, pivoting to energy storage boom

LG Energy Solution has officially kicked off production of energy storage batteries at its nearly US$2 billion battery facility in Lansing, Michigan. The long-planned plant, originally...

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