Sidney Mock, chief commercial officer at casual online game publisher Spil Games, has seen cloud gaming impact the quality of the games available.

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It is home to the world's No. 2 and No. 3 chip-packaging and chip-testing companies, Advanced Semiconductor Engineering (ASE) and Siliconware Precision (SPIL) .

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Strong showings by ASE and SPIL could lead to as much as 40% gains in their share prices over the next 12 months, Floyd says.

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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.

FORBES: Cisco kidding?