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NEWS TAGGED GROWTH
Monday 19 October 2026
Action cameras gain momentum as camera demand fragments
After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers...
Monday 19 October 2026
ACM Research bets on panel-level packaging and overseas growth as adoption risks persist
ACM Research is expanding beyond China as its panel-level packaging equipment advances through customer evaluations in Taiwan, while the US semiconductor equipment maker invests in...
Monday 19 October 2026
SiC powering the future: market scaling meets IDM synergies
The global silicon carbide (SiC) market stands at a critical juncture of industrial scaling, driven by rising demand across the automotive, AI data center, and renewable energy sec...
Monday 19 October 2026
Shipments of high-end cloud AI accelerators, 2027

Introduction

Monday 19 October 2026
AUO expands AI businesses as it seeks its next growth curve
AUO is expanding its push into AI-related businesses, including augmented reality (AR) glasses, low-Earth-orbit (LEO) satellite antennas, optical communications, and advanced semiconductor...
Monday 19 October 2026
TSMC's only South Korean VCA partner ASICLAND eyes AI chip growth via Taiwan R&D
South Korean ASIC design solutions provider ASICLAND showcased its proprietary AxHub AI chip design and verification platform at SEDEX 2026 as it seeks to accelerate custom chip development...
Monday 19 October 2026
Beyond displays: AUO eyes co-packaged optics, glass core substrates for AI-era growth
AUO is positioning its growth around artificial intelligence, diversification, and cooperation across the group as the display technology company marks its 30th anniversary. Chairman...
Monday 19 October 2026
AI data-center expansion shifts focus to time-to-power
Artificial intelligence data-center expansion is intensifying a global race for electricity, as cloud providers increasingly prioritize how quickly power can be secured over cost and...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Friday 16 October 2026
South Korea's September ICT Exports Surge Past US$75B on AI Demand
Driven by expanding global investments in artificial intelligence infrastructure, South Korea's ICT exports shattered previous records in September 2026. Shipments surged past the...
Friday 16 October 2026
AI server tracker: semiconductor testing and design services rally on compute demand
Within AI server tracking data, a clear parallel growth trajectory has emerged between semiconductor testing interface providers and chip design houses. Driven by the surge in artificial...
Friday 16 October 2026
Taiwan forecasts 6.04% growth in 2027 on AI-driven exports
Taiwan's economy is projected to grow 6.04% in 2027 as expanding global AI-related capital spending boosts the island's exports, despite geopolitical conflicts and trade barriers weighing...
Friday 16 October 2026
Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in...
Friday 16 October 2026
Charts: YMTC bets on premium eSSDs to take on Samsung
AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market...
Friday 16 October 2026
China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains
China's semiconductor and computing hardware companies reported or forecast strong earnings growth in the first nine months of 2026, fueled by AI infrastructure investment, demand...