Sony Group Corp. is projected to sell fewer than 300,000 PlayStation VR2 headsets in its first weeks on the market, a slow start for company efforts to take a leading role in development of the metaverse.
The Garage+ "Startup Global Program (SGP)" 2023 Spring Batch has received a record high of 66 applications from Canada, ranking first among 37 applicant countries. The SGP, supported by the Epoch Foundation, has been recognized as a leading platform for worldwide startups to explore business opportunities in Taiwan. The program provides a range of services, including mentoring, networking, fundraising, and enabling startups to access global supply chain resources by Taiwan industries.
South Korea's parliament easily approved a bill Thursday to boost the country's powerhouse semiconductor industry by giving firms tax breaks to spur investments.
According to TrendForce, NAND flash ASPs will continue to fall but at a slower 5-10% rate in the second quarter of 2023, and whether prices continue to fall in 2H23 will depend on demand.
Consumer MCU specialists Holtek Semiconductor and Nuvoton Technology are both looking to expand their deployments in non-Chinese markets, while anticipating overall market demand will gradually pick up later this year.
Electronic connector specialist CviLux said its customers are making progress on inventory corrections and expects demand for notebooks to rebound between May and June.
Taiwan's semiconductor manufacturing sector boasts structural advantages in its next decade of development, but the advantages for its IC design sector are likely to change, according to Colley Hwang, president and founder of DIGITIMES.
LemTech, specializing in heat dissipation solutions and precision metal stamping parts, has disclosed plans to invest US$5 million to build a new manufacturing site in Queretaro, Mexico, catering to the emerging opportunities from electric vehicles (EV) and autonomous driving sectors.
Artificial intelligence (AI) will be a major application driving the growth of the global semiconductor market, according to Nicky Lu, chairman of IC design house Etron Technology and head of the AI on Chip Taiwan Alliance (AITA).
If the Great Power competition between China and the US is a game of Go, China's recent moves demonstrate its effort in assembling a coalition to counter-surround the US semiconductor containment stranglehold. Before the deciding move (if any) is played, it would be wise to take a more panoramic view of the stones on the Go board and recalibrate strategies.
PCB and IC substrate makers are bracing for a challenging 2023 but expect demand for AI servers to drive their sales growth later this year, according to industry sources.
