Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Monday 16 February 2026

AI supply chain tracker: Power, substrate, and thermal split on momentum

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...

Monday 16 February 2026

Taiwan rolls out AI push to transform its 1.71 million SMEs

Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...

Monday 16 February 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Monday 16 February 2026

Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...

Sunday 15 February 2026

UMC appoints new representative as Unimicron chairman Tseng retires

Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...

Sunday 15 February 2026

Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...

Sunday 15 February 2026

A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology...

Sunday 15 February 2026

From nanometers to nectar: the secret flavors of TSMC's fab honey

In a development few would associate with the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC) has expanded an environmental initiative that now encompasses...

Sunday 15 February 2026

Why is TSMC spending $45bn so early?

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

Saturday 14 February 2026

Nvidia deepens South Korea ties in smart factory push

Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...

Saturday 14 February 2026

HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor

Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...

Saturday 14 February 2026

Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition

One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...

Saturday 14 February 2026

After US deal, Taiwan pushes economic resilience into Europe and the global south

Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington...

Friday 13 February 2026

The Arizona turnaround: How Y.L. Wang became the future of TSMC

The trajectory of Taiwan Semiconductor Manufacturing Co. (TSMC) into the 2030s is being shaped by a new generation of leadership. At the center of that shift is the board-approved...

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