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    NEWS TAGGED GROWTH
    Saturday 17 January 2026
    TSMC chair confirms long-term AI demand and commitment to US expansion
    At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
    Saturday 17 January 2026
    Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
    During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...
    Friday 16 January 2026
    Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
    Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...
    Friday 16 January 2026
    Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

    Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

    Friday 16 January 2026
    Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
    Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...
    Friday 16 January 2026
    Taiwan's urban mobility surges on digital platforms and shared transport
    Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO,...
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
    Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
    Friday 16 January 2026
    Foxconn, SoftBank deepen AI ties through sports sponsorships
    Hon Hai Precision Industry (Foxconn) announced on January 14 that the 2026 Taiwan Foxconn Ladies Golf Tournament, which it sponsors, has officially been elevated to a main tour event...
    Friday 16 January 2026
    Memory supply shortage to boost secondhand smartphone market growth
    The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    Samsung India business outlook brightened by AI and connected home offerings

    Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

    Thursday 15 January 2026
    CES 2026 insights: Taiwan IC designers push beyond consumer markets
    The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 15 January 2026
    Apple's services segment drives record revenue growth in 2025 amid slowing hardware sales
    Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding...
    1/152 pages
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    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook