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Taiwan-based memory chipmakers Winbond Electronics and Nanya Technology will likely land more short lead-time orders from PC customers in May-June, boosting their sales performance in the second quarter, according to industry sources.
In an interview for the documentary produced as part of DIGITIMES's 25th anniversary, Winbond chairman Arthur Chiao discussed his company's journey so far, its adoption of ESG, as well as the recent downturn in the memory market.
With the semiconductor market in a downturn, Samsung Electronics and SK Hynix have seen their 1Q23 performances seriously affected. Although both companies are positive about a semiconductor market recovery in the second half of 2023, South Korean industries have had differing views and are paying close attention to future developments.
The memory chip market is coming out of its slump, with server and PC applications driving the recovery, according memory module makers Taiwan-based Adata Technology.
Samsung Electronics has been suffering from the memory industry slump. Investment in equipment is expensive and increasingly a burden to the company. Sources from South Korean memory industry say Samsung Electronics may introduce AI and IoT-based advanced sensing and cooling technologies to raise production efficiency and cut costs.