The US government released multiple new measures directed at China's semiconductor industry, including the expansion of the curbs on high-performance chip and advanced semiconductor manufacturing equipment (SME) exports in October 2023.
The global top-5 notebook brands not including Apple saw their combined shipments decelerate on month in October, while the top-3 ODMs also suffered the same decline rate in their combined shipments.
The business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers - Samsung, SK Hynix, and Micron - has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits.
Japan's delivery robot market is still at its initial stage of development and the costs for producing the machines and their operation afterward are still high.
The Taipei International Logistics and IoT Exhibition 2023 and Taipei International Cold Chain Technology Exhibition 2023 were jointly held from August 23 to 26, with more than one hundred cold chain and logistics operators participating in the events.
Smartphone shipments to the Chinese market amounted to 61.3 million units in the third quarter of 2023, showing a 2.4% decline sequentially but a 5% increase compared to the same period a year earlier.
Chinese smartphone vendors together experienced a shipment growth of 4.3% sequentially and 5.8% annually in the third quarter of 2023, buoyed by a seasonal rebound in overseas markets and a resurgence in demand in some emerging markets.
AP shipments for Chinese smartphones in the fourth quarter of 2023 are expected to be weak, as handset brands already stocked up in advance in the third quarter.
The 5G mmWave spectrum licenses awarded to South Korea's top three telecom operators were revoked in fourth-quarter 2022, resulting in no 5G mmWave smartphone being launched in South Korea.
