At each quarterly earnings call, the Taiwan Semiconductor Manufacturing Company (TSMC), apart from informing eager anticipants the resulting financial turnouts of the previous quarter, provides earnings guidance for the quarter under way. Given that the projected figures disclosed therein are divulged traditionally on the 15th day of the commencing quarter's 1st month, namely, at a time when the commercial and financial realities of the company are still in flux, forecasts drawn thenceforth may likely be open for scrutiny. It is thus the objective of this article, on the basis of official financial performance statistics gathered from both TSMC and the Intel Corporation (Intel) concerning the previous eight financial quarters, from 2021 Q1 to 2022 Q4, to appraise their credibility and veracity.

Bowing to US pressure, the Netherlands announced export restrictions on the most advanced DUV tools, whose definition is viewed as vague and may not have a material effect on ASML's financial outlook.

AI advancements will increase demand for high-end memory chips by enabling a wide range of applications, industry sources believe.

The displays market has been feeling the pinch of the global economic downturn, except for automotive applications that stand a good chance of seeing strong shipments in 2023, with South Korean panel suppliers taking a dominant position in the automotive OLED segment.

In the face of geopolitical uncertainty, Taiwan-based panel manufacturers, such as AUO and Innolux, are diversifying their manufacturing bases.

China-based BOE Technology, Samsung Display (SDC) and LG Display (LGD) plan to set up 8.xth-generation (8.xG) IT-use OLED panel production lines mainly because Apple plans to adopt OLED panels for iPad Pro to be launched in 2024, and later for 14- and 16-inch MacBook, according to South Korea-based Maeil Business Newspaper.

The US accounted for 15.7% of Taiwan's total exports in 2022, hitting an 18-year high, according to customs statistics. The ratio climbed further to 16.1% in February 2023.

Wistron has become wary of server shipment prospects this year but has expressed optimism about notebook shipments in the second half.

Notebook component and peripheral suppliers expect customer order pull-in momentum to resume in the second half of 2023, according to industry sources in Taiwan.

Apple reportedly reshuffled its management team and promoted a head of its Indian market, making India a separate sales region, a sign of the India's growing importance to Apple, which has seen double-digit sales growth in the South Asian nation.

Wireless network solution provider HPE (Hewlett Packard Enterprise) Aruba Networking expects Taiwan's wireless communication product market to continue enjoying growth in the upcoming years despite the weakening global economy. The company has also released GreenLake for Aruba network as a service (NaaS), aiming to provide its clients more flexibility in using its network services.

The Taiwan government will push Taiwan-based telecom carriers to raise the ratio of made-in-Taiwan equipment adoption to 40% for their new 5G base station construction and will form a 5G national team to assist Taiwan's suppliers in forming partnerships with first-tier companies worldwide, according to the reports of Taiwan's Ministry of Digital Affairs to the Legislative Yuan on March 8.