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    China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts
    23min ago
    NEWS TAGGED GROWTH
    Wednesday 30 September 2026
    EOI lays out three growth engines, eyes AI optical communications
    Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module...
    Wednesday 30 September 2026
    AI boom draws display makers into semiconductors with glass core substrates and Micro LED
    AI is driving the semiconductor industry into a new growth cycle while creating opportunities for display companies traditionally centered on panels to move into semiconductors. These...
    Wednesday 30 September 2026
    Acer targets new niches in mature device markets with education tablets, e-paper displays
    Acer's recent launches of tablets and e-paper displays have raised a broader question: how can the company carve out growth in mature markets already dominated by established brands?...
    Wednesday 30 September 2026
    ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
    ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...
    Wednesday 30 September 2026
    Foundry 2.0 revenue hits record as growth spreads beyond TSMC
    Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...
    Wednesday 30 September 2026
    TDK and Taiyo Yuden to explore alliance on AI-grade capacitors and inductors
    TDK and Taiyo Yuden have signed a memorandum of understanding to begin discussions on a business alliance to develop electronic components, including MLCCs and inductors jointly, the...
    Wednesday 30 September 2026
    AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
    Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...
    Tuesday 29 September 2026
    IDC says AI agent growth will widen global compute shortage by 2027

    AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC...

    Tuesday 29 September 2026
    Taiwan PCB output hits record high on AI demand, putting NT$1 trillion year within reach

    AI server, high-speed networking, and memory demand continued to lift Taiwan's PCB industry in the second quarter of 2026, boosting...

    Tuesday 29 September 2026
    Global 2026 EV sales to grow just 6.5% as Chinese exports become primary driver
    DIGITIMES Intelligence forecasts global electric vehicle (EV) sales to reach 22.34 million units in 2026, representing a modest 6.5% year-over-year increase—a sharp deceleration...
    Monday 28 September 2026
    Nvidia adds a record US$150 billion to its stock buyback
    Nvidia's board has approved an extra US$150 billion for the company's share repurchase program. That raises the total still available for buybacks to US$235 billion. The company said...
    Friday 25 September 2026
    Bright LED Electronics rides PCBA rebound to double-digit growth

    Bright LED Electronics said its core profit rebounded in the first half of 2026, helped by recovering printed circuit board assembly...

    Thursday 24 September 2026
    ASRock Industrial revenue jumps 95% in 1H26 on North America deal
    ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract...
    Thursday 24 September 2026
    AI drives Episil GeSi, PMIC growth

    Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth...

    Thursday 24 September 2026
    Yusin Malaysia plant to fully ramp up by 4Q26

    Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected...

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    BIZ FOCUS
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    Wednesday 30 September 2026
    AI Memory & Storage: The 5th GMIF2026 Innovation Summit Concludes
    Wednesday 30 September 2026
    Powering Next-Gen AI: Materials Enabling Advanced Packaging's Future
    Tuesday 29 September 2026
    Breaking free from keyword constraints: GeoGraph elevates job matching
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