It's likely that SPIL and ASE are going to pick up market share from Amkor, as its troubles limit its ability to invest in new technology, says Don Floyd, the regional head of technology research at Lehman Brothers in Asia.

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With blistering rates of economic growth following its recovery from the post-Lehman Brothers meltdown, Asia-Pacific stood out as a bright spot in the global landscape.

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"Graphics companies come and go, but with TSMC, you have a manufacturing-services provider that will also be doing business with the next hot design house that comes along, " says Matt Cleary, Asia tech research chief at Lehman Brothers.

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