Global supply chain: Advanced economies

Advanced economies news coverage

IN THE NEWS

Monday 4 May 2026

ADT lands US AI chip deal using Samsung 4nm

ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...

Monday 4 May 2026

Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in

China's supply chain is laying the groundwork for a structural shift in car ownership and product lifecycles, as the concept of disposable cars takes shape amid rapid change in global...

Monday 4 May 2026

Samsung strike exposes AI-era pay divide, raises HBM supply risks

A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions,...

Monday 4 May 2026

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...

Monday 4 May 2026

Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs

Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says...

Monday 4 May 2026

AI memory crunch squeezes 5G FWA market

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...

Monday 4 May 2026

Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

Monday 4 May 2026

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...

Monday 4 May 2026

Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026

Taiwan moves to close the gap on semiconductor equipment self-sufficiency

Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...

Monday 4 May 2026

United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand

United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...

Monday 4 May 2026

ESMC confirmed to be on schedule — and sets its sights on AI

The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...

Monday 4 May 2026

AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron

Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...

Monday 4 May 2026

Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies

Amid shifting geopolitics, collaboration between Europe's electronic warfare expertise and Taiwan's leading supply chain capabilities could materially change how democratic allies...

Monday 4 May 2026

Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency...

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