Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

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...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 18 February 2026

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Wednesday 18 February 2026

AI factory boom in Taiwan fuels construction and land plays

As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...

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...

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