Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Thursday 19 March 2026

Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm

Samsung Electro-Mechanics (Semco) is reportedly supplying multilayer ceramic capacitors (MLCC) for low Earth orbit (LEO) satellites to the world's largest private aerospace company...

Thursday 19 March 2026

Taiwan turns to Stargate playbook: private capital powers AI infrastructure

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...

Thursday 19 March 2026

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Thursday 19 March 2026

Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...

Thursday 19 March 2026

SK Hynix posts record pay, R&D, and capex in 2025

Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...

Thursday 19 March 2026

Micron ramps spending as cleanroom constraints cap memory supply

Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...

Thursday 19 March 2026

Nexperia's China split sends orders to Taiwan

Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...

Thursday 19 March 2026

US reveals Tesla battery deal with LG, lifting veil on supply chain

US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...

Thursday 19 March 2026

AI and memory drive semiconductor output to surpass US$1 trillion in 2026

The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...

Thursday 19 March 2026

The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war

A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...

Thursday 19 March 2026

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

Thursday 19 March 2026

As Chinese automakers push overseas, Western suppliers reclaim upper hand

Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents...

Thursday 19 March 2026

Chip price surge in 2Q26 shifts cost pressure to end markets

As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...

Thursday 19 March 2026

Nvidia signals optical future, but materials shortages stand in the way

Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...

Thursday 19 March 2026

Samsung strike vote nears, DS and DX divisions clash over bonuses

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...

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