Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Tuesday 28 July 2026

Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

Taiwan lawmakers clash over NT$210B drone procurement bill

Taiwan's Legislative Yuan began a clause-by-clause review on July 27 of the Executive Yuan's draft Special Act for the Procurement...

Tuesday 28 July 2026

SK Hynix enters LPDDR6 production race with Xiaomi first in line

SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...

Tuesday 28 July 2026

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...

Tuesday 28 July 2026

SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise...

Tuesday 28 July 2026

LG wins Nvidia certification for 600kW CDU and lands North America data center project

LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations...

Tuesday 28 July 2026

Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer

The Russia-Ukraine war has fundamentally reshaped the nature of modern asymmetric warfare. Unmanned systems have evolved from auxiliary equipment into core combat assets capable of...

Tuesday 28 July 2026

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

Tuesday 28 July 2026

Robot boom heats up as Taiwan chipmakers race to catch up

Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...

Tuesday 28 July 2026

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and app...

Tuesday 28 July 2026

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...

Tuesday 28 July 2026

From models to chips: Anthropic chip ambitions pull Korea deeper into the AI silicon race

The push toward deeper sovereign control over the critical hardware stack underpinning AI models is gaining traction following news of Anthropic's outreach to SK hynix for supplies...

Tuesday 28 July 2026

EYEQ Lab completes 200mm SiC line validation with yield above 90%

South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide...

Tuesday 28 July 2026

Smart glasses with color displays could enter mass production by 2028

Taiwan's smart glasses supply chain urgently needs to break down technical silos and move first, according to industry executives speaking at a forum on July 24 on the outlook for...

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