Despite persistently weak demand for PCs, handsets, and consumer electronics devices, the automotive and industrial sectors continue to see robust momentum, with supplies of certain chips, such as car-use MCUs and MPUs, remaining tight, according to industry sources.

Nvidia, which possesses key AI and GPU software and hardware capabilities, has been thrust into the spotlight over the last two years, driven by the growth of the metaverse and the recent emergence of ChatGPT.

TSMC has seen a ramp-up in orders from Nvidia for the GPU vendor's A100 and H100 chips, as well as lower-spec A800 series explicitly designed for the Chinese market, according to industry sources.

NAND flash revenue will continue to decline into the first quarter of 2023 despite lower drops in memory ASPs, according to a recent TrendForce report.

R&D is the bedrock upon which an enterprise's commercial triumphs are built. Any disappointing outcome or inefficiency originating therefrom can spell out the company's economic demise in our cutthroat capitalist coliseum. Competitivity of goods and services could dwindle, leading to a sharp decline of revenue, gross and net operating profits.

According to IDC's latest Worldwide Semiannual Security Spending Guide, spending on security hardware, services, and software in Asia Pacific, excluding Japan, is expected to reach US$36 billion in 2023, an increase of 16.7% over the previous year.

Worldwide sales of electric vehicles (EV) increased 55% to 10.1 million units in 2022, according to Canalys. China was by far the largest EV market last year, accounting for 59% of all EVs sold.

Server chassis specialist Chenbro Micom expects its shipments to server customers to remain flat in the first half of 2023 before picking up significantly in the second half.

Since PCs and servers are adopting DDR5 memory more slowly than anticipated, related conventional power management IC (PMIC) demand is unlikely to increase with improved visibility until 2024, according to industry sources.

​Intel, on January 10, 2023, officially launched its 4th Gen Intel Xeon Scalable processors (codenamed Sapphire Rapids) for datacenter customers around the globe.

ODM Inventec has expressed confidence in its business prospects for 2023, citing increased notebook, server, and smart device product line sales.

Wistron has reported robust sales of high-margin products, a sign of success for the notebook ODM's push into new businesses like GPU servers, automotive devices, industrial PCs, and IoT products.

Taiwan already plays an important role in the global PC supply chain and will be critical to the AI ecosystem, according to Kedar Kondap, SVP and GM of compute and gaming at Qualcomm Technologies.

Server chassis maker Chenbro Micom will see its revenue grow quarter by quarter in 2023, thanks to a gradual pick-up in demand for AI servers and data centers, according to the Taiwan-based company.

In an era where e-commerce continues to penetrate all levels of corporations and an AI wave is sweeping across the globe, smart systems have been pushing traditional storage management toward "smart storage." An ecosystem built with all kinds of edge AI and cloud server-core AI will be the development focus for e-commerce giants like Amazon and Alibaba.

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.

Renesas Electronics has introduced two new 32-bit RA microcontrollers (MCUs) based on the Arm Cortex-M33 core and Arm TrustZone technology. The new 100-MHz RA4E2 and 200-MHz RA6E2 MCU series are ideal for sensing, gaming, wearables, and other applications requiring high performance in small packages.

Taiwan-based industrial motherboard and computing device maker DFI is optimistic about its market outlook for the year, predicting that revenue will increase quarter by quarter.

The market penetration of DDR5 memory has been slower than expected and will continue to be so throughout the first half of 2023, as consumer spending power remains constrained, according to sources at memory module makers.

Last year proved to be tough for the global CMOS image sensor (CIS) market, with revenue registering an on-year fall for the first time in a decade, Counterpoint Research said in its recent report.

The pendulum for AR/VR headsets swung the other way through the course of 2022 as global shipments declined 20.9% on year to 8.8 million units, according to new data from the IDC Worldwide Quarterly Augmented and Virtual Reality Headset Tracker. The decline was not completely unexpected, however, given the limited number of vendors in the market, a challenging macroeconomic environment, and a lack of mass market adoption from consumers.

Hailo, which specializes in edge artificial intelligence (AI) processors, has announced its new Hailo-15 family of high-performance vision processors designed for integration directly into intelligent cameras to deliver video processing and analytics at the edge.

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

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

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.