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    Celestica reports strong 1Q26 as cloud demand lifts results
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    NEWS TAGGED GROWTH
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Cadence signals strong start to 2026 as AI drives growth across EDA and IP

    Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

    Tuesday 28 April 2026
    Strong demand and advanced packaging execution drive Amkor's upbeat quarter
    Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
    Tuesday 28 April 2026
    AI-driven demand and record backlog fuel Cadence's strong start to 2026
    Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
    Tuesday 28 April 2026
    Why the AI boom still runs through Taiwan — and why that won't change
    As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
    Tuesday 28 April 2026
    Taiwan's Tmytek targets profitability with push into satellite communications

    TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional...

    Tuesday 28 April 2026
    GrandTech drives growth with AI cloud and 3D printing for drone market
    GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
    Tuesday 28 April 2026
    Apple and Asus defy PC market slump with growth in 2026
    The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
    Tuesday 28 April 2026
    Moore Threads hits first profit, AI compute orders drive growth
    China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...
    Monday 27 April 2026
    CPO revolution: Capitalizing on paradigm shift in AI data center connectivity
    The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
    Monday 27 April 2026
    Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026

    Introduction

    Monday 27 April 2026
    Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
    Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...
    Monday 27 April 2026
    Foxconn's 48% export surge cements India's role in Apple's supply chain
    India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
    Monday 27 April 2026
    Quanta bets on speed and scale to power next growth wave
    Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...
    Monday 27 April 2026
    ASE Technology spotlights 18 suppliers at the forefront of a trillion-dollar AI wave
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held its 2025 ASE Supplier Award ceremony, inviting more than 100 suppliers of packaging...
    1/165 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook