China’s semiconductor equipment vendors managed to score impressive revenue gains for the first half of 2022, and remain confident about their shipment prospects for the rest of the year thanks to abundant orders in hands, according to industry sources.

Taiwan-based Innodisk, dedicated to supplying flash and DRAM storage solutions for industrial applications, is expected to see its shipments to IPC clients ramp up steadily in the second half of the year along with the easing of component shortages, but it’s hard for the company’s sales to grow annually this year due to high comparison basis for the second half of 2021, according to industry sources.

Competition between Qualcomm and MediaTek in the 3nm smartphone application processor (AP) market is poised to take place in the second half of 2023, according to market sources. Both reportedly will contract TSMC to manufacture their 3nm smartphone APs.