Key Developments in the Taiwan Semiconductor Industry, 3Q 2023 and Beyond
Alchip
AMD
Amkor
Ardentec
ASE
ChipMOS
Dell
Faraday
Global Unichip
HP
Hua Hong Semiconductor
Inventec
JCET
KYEC
Macronix
MediaTek
Nanya Technology
Nexchip
Nvidia
Powertech
PSMC
Quanta
Realtek
Samsung
SK Hynix
Sunplus
Supermicro
TSMC
UMC
VIA
Winbond
Wistron
1.Development of the Semiconductor Industry
1.1 IC Design
1.1.1 Peak Season Performance Fails to Meet Expectations in 2H23
1.1.2 IC Design Firms Diversify into Multiple Applications amid Continued AI Boom
1.2 IC Manufacturing
1.2.1 Wafer Foundry Outlook Cautious due to Low Order Visibility
1.2.2 Memory Supply and Demand Expected to Stabilize during 4Q23 to 1H24
1.3 IC Packaging and Testing
1.3.1 Peak Season Effect Depending on Consumer Market Momentum Pickups
1.3.2 Emerging Trends in HPC and AI Applications Continue to Drive Demand for Advanced Packaging and Testing
Appendix
List of Companies
List Of Figures
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