Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Tuesday 27 January 2026

TSMC's capex surprise reveals blind spots in semiconductor forecasting

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...

Monday 26 January 2026

Taiwan firms face defense market barriers despite US tariff cut

The US decision to cut tariffs on Taiwanese goods to 15% signals deeper cooperation in semiconductors, defense, and AI. However, Taiwanese firms still face high barriers entering tightly...

Monday 26 January 2026

AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade

The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace,...

Monday 26 January 2026

Leading US defense companies deepen partnerships with Taiwan

The US views Taiwan as a key partner in advancing defense technologies, and is working closely with Taiwan's industry to combine the US's strengths in R&D and innovation with Taiwan's...

Monday 26 January 2026

AUO shifts US strategy from manufacturing base to market leverage

As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain...

Monday 26 January 2026

Hyundai strengthens robot supply chain as Atlas plans trigger labor tensions

Hyundai Motor is establishing a specialized parts procurement organization to build a scalable mass production system for its robotics business, focusing on securing the global supply...

Monday 26 January 2026

LG Display pushes into glass interposers as Korean panel makers seek growth

LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience...

Monday 26 January 2026

How rising memory prices are reshaping the smartphone supply chain

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

Monday 26 January 2026

Power transmission efficiency shapes future of AI computing and regional competitiveness

As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...

Monday 26 January 2026

Pegatron aims for growth in AI servers and automotive sectors amid market challenges

Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit...

Monday 26 January 2026

iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply

The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...

Monday 26 January 2026

Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector

Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access"...

Sunday 25 January 2026

South Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan

The display industry, evolving from LCD to OLED, now faces cost and performance bottlenecks, driving focus on new emissive materials and novel form factors. South Korean research teams...

Sunday 25 January 2026

Fan motor demand drives growth for Taiwan analog chip makers

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...

Saturday 24 January 2026

US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

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