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NEWS TAGGED GROWTH
Friday 2 January 2026
Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
Friday 2 January 2026
Global auto market faces turning point in 2026 as competition in China intensifies
The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected...
Friday 2 January 2026
Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Friday 2 January 2026
Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
Friday 2 January 2026
China's CXMT moves toward IPO with global DRAM share nearing 4%
China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...
Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Friday 2 January 2026
Server ODMs remain bullish through the end of 2026 despite bubble concerns
Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
Friday 2 January 2026
Europe's defense tech market surges with ongoing Russia-Ukraine conflict; UK and Germany lead AI innovation
Europe's defense technology sector is experiencing rapid growth as the ongoing Russia-Ukraine war and rising geopolitical tensions drive increased investment in AI-driven defense...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Taiwan smartphone market steady in 2025 despite challenges, AI phones drive growth
Taiwan's smartphone market shipped around 5 million units in 2025, remaining stable despite factors like high market penetration, longer replacement cycles, and inflation, according...
Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025
BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
Wednesday 31 December 2025
E-paper is turning colorful, and the supply chain is scaling fast
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...