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ASMedia Technology, an affiliate of Asustek Computer specializing in high-speed transmission chips, expects to post sequential revenue increases through the fourth quarter of 2023, according to company president Lin Che-wei.
SEMI, in collaboration with TechInsights, stated in a recent report that the present global semiconductor manufacturing industry contraction is expected to moderate in the second quarter of 2023 and give way to a gradual recovery beginning in the third quarter.
Most IC design houses and even the entire semiconductor supply chain previously expected business performances to improve quarter by quarter after hitting the bottom in first-quarter 2023, but the expectation is gradually cooling down. Now they are increasingly concerned if a weak peak season seen last year will re-appear this year, according to industry observers.
Tongwei, a Chinese manufacturer of polysilicon, has strengthened its position as the market leader worldwide. Bernreuter Research reports that in 2022, the company produced 1.6 times as much polysilicon for solar cells as the second-largest producer, GCL Technology, and twice as much as the third-largest producer, Daqo New Energy.
Amid the US's efforts to contain China's semiconductor ambitions, China has seen its production of integrated circuits begin to recover, implying both the stabilized Chinese economy as well as the chip manufacturing industry that is eager to decouple from the US-controlled supply chain.