Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Thursday 6 August 2026

GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test

GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.

Thursday 6 August 2026

Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap

Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.

Thursday 6 August 2026

TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck

Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test...

Thursday 6 August 2026

Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...

Thursday 6 August 2026

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026

Jeter says AI shipping demand and geopolitics lifted first-half profit

Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...

Thursday 6 August 2026

Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains

Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...

Thursday 6 August 2026

Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Thursday 6 August 2026

Interview: Ayar Labs CEO sees CPO scale-up volumes rising in 2028-2029

The 2026 Open Compute Project (OCP) APAC Summit will be held in Taipei on August 11-12, bringing together global cloud service providers (CSPs), semiconductor firms, silicon photonics...

Thursday 6 August 2026

Myson Century expands health supplement business into Malaysia

Myson Century is taking its Chun Ho Biotech brand overseas through an expansion into Malaysia as part of a broader push to build a one-stop health and wellness ecosystem. The Taiwanese...

Thursday 6 August 2026

Wistron reports strong first-half profit and expands AI capex in Taiwan and the US

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...

Wednesday 5 August 2026

Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

Wednesday 5 August 2026

LG Electronics posts strong second quarter as new businesses drive growth

LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...

Wednesday 5 August 2026

Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits

Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...

Wednesday 5 August 2026

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...

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