Epitaxial wafer (epi wafer) supplier Intelligent Epitaxy Technology (IntelliEPI) is optimistic about demand for industrial and military defense applications, as well as demand for 5G and 6G connectivity devices.
Renesas Electronics has announced plans to acquire Panthronics, a fabless semiconductor company specializing in high-performance wireless products, in an all-cash transaction.
India just began its 5G services rollout less than six months ago, but it is already looking to catch up with technological leaders in 6G by launching the Bharat 6G project.
On the heels of a weaker-than-expected 2022, IDC has lowered its forecast for augmented and virtual reality (AR/VR) headsets in 2023. Global shipments are now expected to reach 10.1 million units this year, according to the IDC Worldwide Quarterly Augmented and Virtual Reality Headset Tracker.
Commercialization of 6G technology may not arrive until 2023, but China, the US, the EU, Japan, and Korea have already stepped up development of chip applications supporting the next-generation communication.
5G, a technology deemed as fundamental to Industry 4.0, began to see large-scale commercial application around the world in 2020. However, 5G still faces problems related to difficulties in penetration and indoor coverage. Consequently, 5G millimeter wave (mmWave) technology is gaining traction in the mobile communications sector, owing to its high penetration rate and high speed. However, for 5G mmWave to be popularized, cost and energy consumption-related challenges should be overcome.
In 2022, the overall revenue of the global IC design industry reached US$215.4 billion. Among them, the US IC design sector is the largest in scale, with a 63% market share and revenue of over US$130 billion. Taiwan's IC design sector is the second largest in the world, with an 18% market share and revenue approaching US$40 billion. China comes in third, with a market share of nearly 15%.
Network device maker Unizyx Holding has said that clients who had actively stockpiled inventory in the previous two years due to supply constraints are still engaged in inventory digestion, which could take one to two quarters to complete.
The industrial event 'Satellite 2023' has begun in Washington DC, USA, attracting over 350 companies from the aerospace supply chain, among them household names like NASA, SpaceX, OneWeb and Intelsat. As a crucial link in the global electronics industry, Taiwan has also set its sight upon the space industry. Satellite 2023 is consequently seeing numerous Taiwan-based participants, such as Universal Microwave Technology, Intai Technology Group, Pyras Technology and Tron Future Tech.
Taiwan-based Sino-American Silicon Products, a green energy total solution provider, has invested NT$530 million (US$17.3 million) in Billion Electric to become the largest shareholder of the network communication equipment and ICT solutions provider.
Chipmaker MediaTek and Kontron, a global provider of IoT and Embedded Computer Technology (ECT), announced on March 14 that Kontron is integrating MediaTek's Genio 1200 and Genio 700 chipsets into its new modules for IoT applications.
Apple will reportedly have its own 5G modem chip, with OSATs such as the ASE Technology Holding (ASEH) and Amkor Technology competing for orders, according to market sources.
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.
Intel launched Intel Agilex 7 FPGAs with F-Tile, equipped with field-programmable gate array (FPGA) transceivers available on the market and designed to help customers address challenges across the most bandwidth-intensive areas of the data-centric world, including data centers and high-speed networks.
Sporton International, a leading provider of product testing and certification services, has reported a mild increase in sales for February, thanks to significant demand from the 5G and high-end networking segments, bucking the overall downturn in the semiconductor market.
Taiwanese makers should strive to get a head start in becoming key players in the supply chain of laser communication -- seen as a key space technology for the future -- by taking advantage of their strong capability of making components, according to a venture capitalist.
Lite-On Technology showcased vertical application of 5G private networks to three scenarios, namely, smart buildings, semi-outdoor environments, and smart factories, at the Mobile World Congress (MWC) 2023 taking place in Barcelona, Spain, during February 27-March 2, according to the company.
A knockout competition is kicking off in the 5G O-RAN sector, and the market conditions will become clearer in one year, when winners are expected to emerge, according to Mike Yang, president of Quanta Cloud Technology (QCT), a datacenter solution provider affiliated with Quanta Computer.
Order visibility for network device makers Alpha Networks and Hitron Technologies is clear for the first half of 2023. Whether order pull-in momentum will continue into the second half is unclear, according to April Huang, chairwoman of both Alpha and Hitron.
Despite uncertain macro environments worldwide, 400G (Gbps) optical communications solutions will enter a growth period in 2023, which will enable many related players including LuxNet and PCL Technologies to resume strong growth momentum for the year while also stoking demand for next-generation silicon photonics adopting co-packaged optics (CPO) technology, according to industry sources.
Global semiconductor in the military and aerospace sector is anticipated to generate US$12.9 billion in 2031, witnessing a CAGR of 7.6% from 2022 to 2031, according to a recent report published by Allied Market Research.
Askey Computer Corporation has officially confirmed its participation at the Mobile World Congress (MWC) 2023 in Barcelona. The exhibition will showcase a series of solutions for "Private 5G Networks", "Internet of Vehicles", and "Civil IoT", along with the latest 5G and Wi-Fi 7 devices.
Server ODM Wiwynn has showcased several edge computing solutions including 5G Open vRan and multi-access edge computing (MEC) servers at Mobile World Congress (MWC) 2023 and has also announced partnerships with several telecom carriers worldwide in 5G O-RAN applications.
