The shortages of automotive chips have been improving since the fourth quarter of 2022, while Tesla's plan to significantly cut its SiC consumption is unlikely to undermine the SiC product market's potential, according to DIGITIMES Research's findings.

The companies that participated at Taipei International Machine Tool Show (TIMTOS) 2023, which was hosted from March 6-11, primarily focused on showcasing innovations revolving around three major themes: eco-friendly designs, digital twin, and automation, according to DIGITIMES Research's observations of the show.

The fad for ChatGPT is driving up the growth of the generative AI market with figures from financial data company PitchBook showing that venture capitals in the US invested a total of US$2 billion in generative AI companies in 2022. DIGITIMES Research expects the B2B-type of businesses to be the key revenue contributors for ChatGPT-related products.

With the US-China trade war and the COVID-19 pandemic driving companies to diversify their production lines to different parts of the world to avoid risks after 2020, Malaysia has also become one of the targets for international first-tier IT companies to make investments in, but wafer manufacturing and semiconductor packaging and testing remain the key investment projects for the companies, according to DIGITIMES Research's latest study on Malaysia's semiconductor industry.

The four leading foundries in Taiwan - Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics (UMC), Powerchip Semiconductor Manufacturing (PSMC), and Vanguard International Semiconductor (VIS) - together generated a total of US$89.4 billion in revenues in 2022, soaring 31%. However, they also experienced the first on-quarter revenue decline since the hit of the COVID-19 pandemic in fourth-quarter 2022, according to DIGITIMES Research's collected figures from the latest study on Taiwan's wafer foundry industry.

Global EV sales continued to exhibit prominent growth in 2022, amounting to 9.78 million units, as opposed to the overall automotive sales worldwide that again came short of expectation, according to the latest figures collected by DIGITIMES Research.

As the US rallies Japan and the Netherlands to tighten up semiconductor export controls against China, the world has been trying to estimate the extent of damage done to the Chinese semiconductor industry, especially to China's leading foundry Semiconductor Manufacturing International Corp. (SMIC)

Taiwan PC monitor makers' shipments decreased 6.4% sequentially and 26% on year to come to less than 18 million units in the fourth quarter of 2022 as the global economy remained in a downturn, while most brand vendors still had high inventory at the channel, according to DIGITIMES Research's study on the Taiwan PC monitor industry.

As the global manufacturing industry experiences diversification rarely seen in previous decades, Samsung Electronics has spearheaded the relocation wave. According to DIGITIMES Research, the significant investment by Samsung in Vietnam has created a reciprocal relationship between the company and local governments, representing a huge difference in Samsung's investments in Vietnam and India.

Global AIO PC shipments continued to plunge in the fourth quarter of 2022, down 15% sequentially and 44% on year to reach only around two million units since most demand had already been fulfilled in 2021 amid robust stay-at-home activities during the COVID-19 pandemic at the time, according to DIGITIMES Research's study on the AIO PC market.

The global top-5 notebook brands, not including Apple, saw their combined shipments rise over 10% on month in February 2023 thanks to a low comparison base in January and channel retailers' inventory replenishment, according to DIGITIMES Research's monthly notebook shipment update.

China-based semiconductor manufacturers, in the wake of geopolitical risks, are expected to keep up with their capacity expansion strategies going into 2023 with a good number of projects already in construction, according to DIGITIMES Research's latest report covering the latest status of China's wafer foundry industry