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Taiwan-based flexible PCB (FPCB) maker Complex Micro Interconnection (CMI) is on track to strengthen deployments in automotive and medical applications to secure new growth momentum, while continuing to enjoy stable demand for military and commercial applications.
Taiwan's IC design houses managed to end the first quarter of 2023 with impressive revenue performances, bolstered by larger-than-expected replenishment orders and shipments, but it remains to be seen whether the short-term robust rush orders can serve as a prelude to medium- and long-term demand recovery, according to industry sources.
Sharp increases in global demand for advanced and mature chip manufacturing processes continued to significantly bolster equipment purchases by TSMC and other Taiwanese foundry peers in the fourth quarter of 2022, according to statistics released by Taiwan's Ministry of Economic Affairs (MOEA).
Panel quotes are expected to continue rising in the second quarter of 2023 with those of LCD TV panels, after experiencing a surging increase in March, estimated to climb up further in April. Prices for IT panels will also have a good chance to ramp up slightly from before in April with a recovery in end demand, according to sources from the panel supply chain.
Server management SoC solution provider Aspeed Technology has set a flat or slight 5% revenue growth target for 2023.