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Global server shipments performed weaker than DIGITIMES Research had anticipated originally, slipping almost 14% sequentially to fall below four million units. Having a lower comparison base in the same quarter a year ago and the fact that brand vendors are expected to begin volume shipments of servers with new CPU platforms, overall server shipments are expected to witness a low single-digit sequential growth in the second quarter of 2023, according to DIGITIMES Research's latest server report figures.

Chinese silicon carbide (SiC) companies including SICC and TankeBlue Semiconductor have secured contracts to supply 6-inch SiC materials to international automotive IDMs and tier-one suppliers, according to industry sources.

Taiwan-based Elan Microelectronics expects replenishment demand for Chromebooks and other notebook devices will buoy its sales performance in 2Q23; however, order visibility for 2H23 remains unclear.

According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising, driven by AI applications such as LLMs.

Despite the macroeconomic and industrial headwinds, including foreign exchange fluctuations, Apple's financial performance for the past quarter was still in line with expectations.