Playing a follower role in the 2G era, China-based IC designers achieved some breakthroughs in the 3G era and enhanced their presence further in the 4G sector before realizing certain self-sufficiency in developing communications chips in the 5G era. This has resulted in the rise of the local communication chip industry and the proliferation of some industry leaders such as Unisoc, HiSilicon Technologies, and ZTE Communications.
Nouriel Roubini has sounded warnings for the next two years. Several days ago, when I attended an industry gathering, a friend of mine also lamented that there was too much inventory too clear. But I always think that the winners and losers in the semiconductor industry are decided during recession.
Taiwan’s semiconductor industry production value is still expected to enjoy single-digit growth in 2023, with TSMC being a major growth driver, according to semiconductor analysts.
LED epitaxial wafer and chip maker Epistar has reportedly supplied COB (chip on board)-based miniLED chips used in VR head-mounted devices exclusively for Meta and has begun small-volume shipments, according to industry sources.
Marketech International, dedicated to technology integration and automation systems for semiconductor and optoelectronics production, has seen its newly developed stainless-steel, corrosion-resistant and surface hardening equipment technology validated by ASML, marking a significant advancement in Taiwan’s fab tool R&D capability, according to industry sources.
Taiwan-based LandMark Optoelectronics, specializing in production of GaAs and InP epiwafers, is expected to score revenue and profit gains in the second half of the year from strong shipments for new iPhones and a surge in demand for optical communications applications, according to industry sources.
China-based battery maker Gotion High-tech is poised to gain a presence in the North American EV market. It plans to spend US$2.36 billion on building battery materials production plants in Michigan, accelerating overseas expansion.
Smartphone-use lens module maker Largan Precision has reported consolidated revenues of NT$5.103 billion (US$162 million) for September, the highest monthly level since December 2020 with growth of 14.88% sequentially and 22.31% on year’
When it comes to the metaverse, the strengths of Taiwanese makers are infrastructure, human interface, and hardware for spatial computing, according to Microsoft Taiwan GM Sean Pien. He also stated that makers could consider diving into creator economy and user experience to further expand the industry.