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    NEWS TAGGED GROWTH
    Sunday 12 April 2026
    Pan-International bets on AI servers as automotive demand growth slows in 2Q26
    Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
    Sunday 12 April 2026
    How long can the AI server ODM boom last as growth begins to slow
    Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
    Saturday 11 April 2026
    DJI tops US$11bn, targets imaging leadership within 10 years

    SZ DJI Technology founder Frank Wang gave his first interview to Chinese online media in a decade, outlining a shift behind the company's...

    Saturday 11 April 2026
    Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
    Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
    Saturday 11 April 2026
    Taiwan chip distributors report record quarter on AI boom
    Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...
    Saturday 11 April 2026
    Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
    Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
    Friday 10 April 2026
    Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
    High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures...
    Friday 10 April 2026
    Compal sees PC demand steady, server shipments set to double quarterly
    Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
    Friday 10 April 2026
    Realtek posts 39% revenue surge as new SerDes demand drives growth
    Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...
    Friday 10 April 2026
    Asustek posts record March and 1Q26 revenue on strong AI server demand
    Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...
    Friday 10 April 2026
    MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
    Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
    Friday 10 April 2026
    China OSATs step up investment drive as AI demand lifts advanced packaging race

    China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

    Friday 10 April 2026
    MediaTek builds an end-to-end challenge to Qualcomm and Broadcom
    In recent years, MediaTek has steadily increased its influence in the global Wi-Fi chip market. Its market share gains have been driven not only by continued growth on the consumer...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
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    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