Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Monday 23 February 2026

Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy

Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor...

Monday 23 February 2026

Everlight files US lawsuit months after Seoul Semiconductor wins Korean court

Taiwan's Everlight Electronics Co., Ltd. and South Korea's Seoul Semiconductor Co., Ltd. have escalated their long-running legal battle, filing fresh patent litigation in the US even...

Monday 23 February 2026

Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities

Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic...

Sunday 22 February 2026

Analysis: Trump’s curtailed tariff powers strengthen Beijing’s leverage and rattle Asian allies

In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately.

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Saturday 21 February 2026

Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains

The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Friday 20 February 2026

SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain

SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...

Friday 20 February 2026

Taiwan surpasses China in monthly imports to the US for first time in decades

The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...

Thursday 19 February 2026

Supermicro explores local manufacturing in India amid AI push

US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Thursday 19 February 2026

Singapore holds No. 4 financial hub ranking as assets flow in

Singapore maintained its position as the world's fourth-ranked financial center in the 2025 Global Financial Centres Index (GFCI), reflecting...

Wednesday 18 February 2026

What the EU's 70% local content threshold means for its industrial base

The European Union is preparing a structural shift in industrial policy, linking electric vehicle subsidies and public procurement to binding...

Wednesday 18 February 2026

AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

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