As air cooling grew insufficient for the heat dissipation of datacenters when running AI applications, L2A and L2L cooling methods are likely to see rising penetration to datacenters in the upcoming years.
Taiwan's IPC industry suffered a minor on-year decline in overall 2023 revenues, but the amount is expected to pick up in 2024 to arrive at above NT$300 billion.
Global top-3 memory makers are expected to see rising revenues from the memory business in the first quarter of 2024 with HBM products to be the key growth drivers.
The global semiconductor market was in bad shape in 2023 with DIGITIMES Research having estimated the global semiconductor revenue at US$523 billion for 2023, an 8.9% decrease from a year ago.
Based on an observation of upstream suppliers and downstream customers of Samsung Electronics and its associated companies in the north of Vietnam, DIGITIMES Research has found that the Korean electronics giant and its affiliated firms still rely heavily on Korea-based upstream supply chain makers.