Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Friday 15 May 2026

Panel makers cool in April 2026, pivot to CPO and FOPLP

After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...

Friday 15 May 2026

Samsung strike risk lifts memory spot prices as supply risks mount

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

Friday 15 May 2026

US-China ties shift toward balancing tech pressure with controlled competition

The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...

Friday 15 May 2026

Analysis: Europe embraces Chinese EVs while North America loses momentum

Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy...

Friday 15 May 2026

Quanta hits record revenue but margin pays the price for AI server ramp

Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...

Friday 15 May 2026

TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion

China's TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating OLED investment, reflecting its broader push to cement a leading position...

Friday 15 May 2026

InP compound semiconductors break AI power and bandwidth barriers

Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their...

Friday 15 May 2026

Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry

Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic...

Friday 15 May 2026

Chunghwa Telecom expands satellite ambitions across multiple orbits

The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...

Friday 15 May 2026

Nan Ya PCB targets high-end IC substrate growth amid AI demand

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...

Friday 15 May 2026

Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand

Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...

Friday 15 May 2026

WeMo unveils dual-scooter service and plans cross-platform integration by 2026

Taiwan scooter-sharing leader WeMo on May 12 announced a major service upgrade that introduced a new white-license model, dubbed WeMo Go, and signaled plans to integrate its platform...

Friday 15 May 2026

Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion

Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory...

Friday 15 May 2026

South Korea denies plan to share semiconductor tax windfall with citizens

A political debate in South Korea over how to manage windfall tax revenues from the country's semiconductor boom has intensified after remarks by a senior presidential aide sparked...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

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