Transcom, Inc., a Taiwan-based IDM specializing in microwave semiconductor components and sub-system products, is seeing a steady growth momentum for 2023. As Taiwan's only IDM focusing on compound semiconductors, Transcom has been riding on Taiwan's recent endeavor to build a resilient and self-sufficient defense industry.

Power semiconductor devices such as SiC MOSFETs, IGBT, and GaN are experiencing increasingly fierce competition in EV, charging pile, energy storage, and renewable energy applications, but their market presence will be determined by the positioning of terminal application markets in the short term and by price-performance ratios in the long term, according to industry sources.

Backend house ChipMOS Technologies expects sales generated from display driver IC (DDI) orders to rise substantially in the second quarter of 2023.

Touch module maker TPK Holding has warned that the second quarter will likely be a low point for this year because of continuous inventory correction in the supply chain and weak end-market demand for notebooks and tablets.

LED lighting ODM Tons Lightology has announced plans to acquire fellow LED lighting solution provider StrongLED Lighting System through a share swap.

Although the global LCD panel industry still faces the issue of oversupply over the long term, Chinese panel makers, currently accounting for 60–70% of global LCD capacity, may find it challenging to divest part of their facilities to improve production efficiency and profitability.

Acer has announced its financial results for the first quarter of 2023. Consolidated revenues reached NT$52.46 billion (US$1.7 billion), gross profits reached NT$5.36 billion and maintained a margin of 10.2%, while inventory was further reduced to NT$39.46 billion in value. Operating income was NT$239 million and net income was NT$515.17 million with earnings-per-share (EPS) of NT$0.17. According to third-party data, Acer's PC market share held up at about the same level as during the first quarter of last year.

Aditya Chopra isn't looking for a new job, but recruiters keep calling him anyway. The 36-year-old data-science specialist works in artificial intelligence, perhaps the most coveted experience on the planet after OpenAI demonstrated the breakthroughs of ChatGPT. Chopra, who works outside of New Delhi, sees friends in the field get pay hikes of 35% to 50% each time they switch jobs. "There's a real shortage of data and AI talent," he said.

Paul Peng, chairman of both LCD panel producer AU Optronics (AUO) and the Taipei Computer Association (TCA), believes the Chinese consumer market is on the mend.

Worldwide smartphone shipments totaled 268.5 million units in the first quarter of 2023, according to the latest Omdia smartphone preliminary shipment report. Compared to the previous year, this marks a decrease of 12.7%, and compared to the previous quarter, a 11.1% fall.

Despite the macroeconomic and industrial headwinds, including foreign exchange fluctuations, Apple's financial performance for the past quarter was still in line with expectations.

As the weak consumer demand and high inventory persist, India saw its lowest smartphone shipments in four years, with Xiaomi and Realme experiencing a double-digit fall for the past quarter.