Taiwan’s OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities prepared for the new offerings stay idle for a while, according to industry sources.

Industrial panel PC, box PC and display maker Alpex Technology has obtained orders with shipments scheduled until first-quarter 2023, according to company chairman Lee Chuan-te.

Specialty DRAM demand for mainly consumer electronics device applications is unlikely to pick up until 2023, and may see an L-shaped recovery, according to industry sources.

The supply of industrial CPUs and microcontrollers (MCU) remains tight, with delivery lead times reaching more than 50 weeks, according to sources at industrial PC (IPC) makers.