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Order visibility for the traditional peak season in the second half of this year is still unclear going into the second quarter, according to a number of IC design houses.
With TSMC revising its outlook for 2023 and voicing greater caution about inventory adjustments at its fabless customers, the prospect for Taiwan-based IC design houses to see a pick-up in demand momentum in the second half is dim.
I recently visited former ITRI president Chintay Shih in Hsinchu. Shih said he joined ITRI in 1973, and the next year he took part in the RCA semiconductor program. That was half a century ago. He said he worked his way up to become president of ITIR before retiring 20 years ago. And since then, he has been teaching at National Tsing Hua University (NTUH). Over the past five decades he has been focused on semiconductors in two different job positions. He must be very happy that the semiconductor industry has been thriving. For him, has that bee...
Qualcomm intends to increase orders for III-V semiconductor foundries capable of providing much lower quotes, according to industry sources.
Since the South Korean government started gathering import and export data on the ICT sector in 1996, the export value in March 2022 reached US$23.26 billion, a record high. However, fast forward to March 2023, ICT exports have declined for nine consecutive months and have reported a 30% annual decrease compared to 2022.