Taiwan’s major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics, are expected to see their performance gradually stabilize in the coming months. Supply chain sources suggest that these companies are likely to perform better in 2024 than in 2023, driven by robust demand for high-performance computing (HPC) and artificial intelligence (AI) chips.

Vietnam’s cautious approach to offering investment incentives may have cost the country billions of dollars in potential economic benefits and development. According to reports from Reuters and Vietnamnet, citing an official document from Vietnam’s Ministry of Planning and Investment, major tech companies like Intel and LG Chem bypassed Vietnam for their multi-billion dollar projects due to insufficient investment incentives.

TSMC’s quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry’s expected price increase, and capital expenditures.

The Semiconductor Industry Association (SIA) reported that global semiconductor industry sales reached $49.1 billion in May 2024, marking a 19.3% increase from $41.2 billion in May 2023 and a 4.1% rise from $47.2 billion in April 2024.