Despite a slowdown in sales of consumer electronics devices such as handsets and notebooks, foundry houses seem to remain unscathed. In particular, TSMC and its affiliate Vanguard International Semiconductor (VIS), with their prowess in advanced process nodes and mature 8-inch wafer fabrication, respectively, are expected to keep their business performances in high gear through at least 2025, bolstered by big and long-term orders from major clients, according to industry sources.

Notebook ODMs all experienced shipment falls in April, probably the lowest level in the second quarter, according to industry sources.

There is a large variety of AI technology whose development should be based on application scenarios to solve real problems, according to Ted Chang, CTO and vice president of Quanta Computer.