The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Chen.
Affected by the overall global economic situation in 2023, Taiwanese industrial PC (IPC) manufacturers saw high inventory levels among their downstream customers with DIGITIMES Research estimating that the total revenue of Taiwanese IPC manufacturers reached NT$283.66 billion (US$8.66 billion) for annual decrease of 1.3% in 2023, a relatively weak performance, according to DIGITIMES Research's latest AIoT report covering Taiwanese IPC makers' performance in recent years.
DIGITIMES Research's latest report on the global smartphone industry shows that global smartphone shipments totaled around 330 million units, rising 6.5% on year.
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen.
