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Collaboration between Taiwan and the EU helps ensure and strengthen the resilience of supply chains, said vice minister of Taiwan's Ministry of Economic Affairs (MOEA) Chuan-Neng Lin.
IC distributor WPG Holdings expects flat or moderate sequential revenue growth in the second quarter of 2023, following an 18% decline in the first quarter.
US-based Applied Materials will spend US$4 billion and leverage the subsidies provided by the US government to build an R&D center in Silicon Valley to strengthen the collaboration with neighboring companies and universities.
It remains hard to judge when Chinese suppliers of silicon carbide (SiC) substrates and wafers will launch a price reduction campaign after some of them have secured long-term supply orders from international automotive IDMs and tier-1 suppliers, according to market observers.
Taiwan-based backend houses, which handle mainly conventional DRAM memory from Micron Technology, may experience a reduction in orders from the US customer due to China's prohibition on some Micron product sales, according to industry sources.