Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Tuesday 20 January 2026

Taiwan ramps up semiconductor research while US chip relocation debate rages on

Following the conclusion of tariff negotiations between Taiwan and the US, both sides have presented differing interpretations: Taiwan's Executive Yuan has expressed satisfaction with...

Tuesday 20 January 2026

AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...

Tuesday 20 January 2026

Samsung foundry utilization reportedly nears 60% as losses narrow

Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...

Tuesday 20 January 2026

Trump's Greenland ambition triggers EU tariff war, shipping rates plunge

The four-year Russia-Ukraine war stalemate persists, while escalating US-EU tensions linked to the US attempt to purchase Greenland have triggered retaliatory tariffs and market disruptions...

Tuesday 20 January 2026

Supply chain shifts strategies as China tightens rare earth export controls

Amid escalating geopolitical tensions between China and Japan, China has recently imposed stricter review measures on rare earth exports to Japan. Chinese authorities now reportedly...

Tuesday 20 January 2026

Nvidia Alpamayo sparks VLA computing power race as South Korea preps for autonomous ecosystem

At CES 2026 in the US, Nvidia unveiled its open-source vision-language-action (VLA) model series, Alpamayo, signaling a new phase in the development of autonomous driving technologies...

Tuesday 20 January 2026

Micron's DRAM licensing to Powerchip reshapes DDR4 supply

After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...

Tuesday 20 January 2026

HTC accelerates AI glasses ecosystem with AR roadmap and China-focused LLM partnerships

Taiwan's HTC Corporation is rapidly expanding its AI glasses ecosystem following the debut of its first AI eyewear, Vive Eagle, as it scales distribution, deepens AI partnerships,...

Tuesday 20 January 2026

AI bubble concerns ease with Taiwan's IT sector-driven economic growth

Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing...

Tuesday 20 January 2026

Naver Cloud fails South Korea's AI foundation model selection

Based on the results of the first phase of South Korea's independent AI foundation model selection, LG AI Research, SK Telecom, and Upstage have advanced to the next stage. However,...

Tuesday 20 January 2026

Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Ubiqconn Technology says its accumulated strengths in maritime communications and satellite applications are continuing to underpin expansion...

Tuesday 20 January 2026

Samsung Device Solutions eyes 47% bonuses after profit surge

Samsung Electronics on January 16 announced payout ratios for its 2025 excess profit performance incentive, with the Device Solutions...

Monday 19 January 2026

Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists

The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...

Monday 19 January 2026

Taiwan carves robotics niche as humanoids proliferate

"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...

Monday 19 January 2026

Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands

The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...

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