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NEWS TAGGED GROWTH
Tuesday 1 September 2026
AI server demand lifts Japanese capacitor shipments by 22% in first half of 2026
Japanese electronic component shipments rose in the first half of 2026 as demand from AI servers drove strong growth in capacitors and other parts. According to Nikkei and...
Tuesday 1 September 2026
ASE CEO describes AI resource squeeze as a short-term problem
AI's early-stage growth is creating a short-term squeeze on land, talent, capital, and power in Taiwan, but there is no such thing as a world that cannot do without Taiwan, ASE Technology...
Tuesday 1 September 2026
BYD's overseas business overtakes China for the first time as price war erodes domestic margins
BYD sold more abroad than at home in the first half of 2026, a threshold the company crossed for the first time and the clearest signal yet that the center of gravity of its car business...
Tuesday 1 September 2026
Taiwan manufacturing moves into the prosperity zone as US export growth slows
Taiwan’s manufacturing business-climate indicator moved into the index’s red “prosperity” category in July, with the Taiwan Institute of Economic Research (TIER)...
Tuesday 1 September 2026
Acme sees years of SiC growth as data center demand builds
Capex by the world's nine largest cloud service providers (CSPs) is expected to rise about 90% year over year in 2026, while AI servers are growing faster than conventional servers,...
Tuesday 1 September 2026
Silergy data center business surges as new products scale up
Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
Tuesday 1 September 2026
China specialty foundry XMC plans fourfold capacity growth around 3D integration, silicon photonics
Wuhan Xinxin Semiconductor Manufacturing Company (XMC) has laid out a 10-year expansion strategy centered on 3D integration, silicon photonics (SiPh), and specialty processes, targeting...
Tuesday 1 September 2026
John Ternus takes over an Apple with one growth engine, no obvious second
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
Tuesday 1 September 2026
Analysis: Tim Cook hands Ternus a slower-growing but far richer Apple than the one Steve Jobs left him
When John Ternus becomes chief executive on September 1, the company he inherits will be measured on a scorecard Tim Cook wrote, not the one Steve Jobs left behind. Fifteen years of...
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical...
Monday 31 August 2026
Smart manufacturing, robotics drive renewed growth in industrial PCs
The industrial PC (IPC) industry is entering a new AI-driven recovery cycle as artificial intelligence moves into a broader range of real-world applications. Market research estimates...
Monday 31 August 2026
Gudeng sees double-digit advanced packaging growth from 2027
Demand for AI and high-performance computing (HPC) continues to drive semiconductor process development, with advanced nodes and advanced packaging entering a new cycle of capacity...
Monday 31 August 2026
TSMC sees SiPh going mainstream in 2027
Silicon photonics (SiPh) will become mainstream in 2027, with market share topping 50%, as AI scale-out drives explosive growth in optical transceiver demand, said K.C. Hsu, TSMC's...
Monday 31 August 2026
NewPower Worldwide expands credit facility to $750M for growth

NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

Monday 31 August 2026
Tex Year's specialty chemicals push could reshape its growth mix as AI and optics expand
Tex Year is widening its specialty chemicals business beyond LCDs and electronics into AI servers, in-vehicle electronics, Mini LED, and optical lenses, while also targeting optical...