As more tech firms are developing their proprietary chips for AI servers, semiconductor manufacturers, including IC backend houses, are likely to benefit from the opportunities.
When observing the future development of next-generation display technology, Chin-lung Ting, chairman and CEO of PanelSemi and a technical specialist who pioneered the panel semiconductor concept, compared the development of microLEDs to rock climbing.
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch of AI PCs and notebooks in the latter half of 2024 is expected to invigorate consumer demand. Supply chain firms anticipate that these innovations will lead to stronger market performance in 2H24.
Taiwan, already a leader in fixed-bottom offshore wind energy in the Asia-Pacific region, is setting its sights on floating wind technology to maintain its competitive edge.