DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023, but high-end AI server shipments worldwide are still expected to grow fivefold from a year ago, according to the latest server report covering the AI server market.
Huawei's secret launch of the Mate 60 Pro 5G smartphone has put many in the US chip industry on high alert. The fact that Huawei chose to schedule the launch during US Secretary of Commerce Gina Raimondo's visit to China is seen as Huawei making a statement on its self-sufficiency. In response, the US could be issuing even stricter export sanctions, according to DIGITIMES Research senior analyst Luke Lin
The global foundry industry is expected to see its combined revenues return to growth in 2024, but chip demand is still estimated to be influenced by uncertainties in the consumer electronics industry, according to DIGITIMES Research's latest 20-plus page report, covering the foundry industry's latest deployment, next-generation node and technology roadmaps and capacity expansion and revenue data.
If Huawei can revive its handset business by rolling out more 5G and other handset-related chips with support from SMIC's 14nm and 7nm manufacturing capability, Qualcomm and MediaTek will be negatively impacted, particularly the US chip vendor, DIGITIMES Research believes.
Amid US sanctions and the visit of US Commerce Secretary Gina Raimondo to China, Huawei's Mate 60 Pro, featuring the homegrown Kirin 9000s chip based on SMIC's N+2 process, has sparked much discussion. DIGITIMES Research believes the US may mount new policies to contain China's semiconductor development.
With global smartphone demand likely to remain in a weak state in the second half of 2023, Apple, like all other smartphone brands, also turned conservative with its iPhone shipment outlook. Apple is therefore placing fewer orders with the supply chain for the upcoming iPhone 15 series for the second half of 2023 than the iPhone 14 for the second half of 2022, according to DIGITIMES Research senior analyst Luke Lin.
As Japan's ban on semiconductor equipment exports to China officially went into effect on July 23, many are left wondering about its implications to Chinese semiconductor industry. A total of 23 types of semiconductor equipment were included by the export controls regime, covering lithography, etching, thin film deposition, heat treatment, cleaning, and inspection. According to DIGITIMES Research analyst Eric Chen, however, the restrictions on lithography and thin film deposition equipment are morely likely to be enforced and thus impacting China's advanced semiconductor manufacturing.
As one of the key objectives, South Korea's K-Network 2030 strategy aims to strengthen and upgrade the country's network infrastructure while developing energy-efficient and fail-proof systems. Upgrading the backbone network, which is the core element, is an important part of such efforts, according to DIGITIMES Research's latest report covering South Korea's communication technology deployment.
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of 35%, according to DIGITIMES Research. High-end server shipments in 2023 will total an estimated 167,000 units.
With a location in proximity to the Tesla headquarters and a factory area as well as production capacity surpassing Giga Shanghai, Giga Mexico is an indication that Tesla is shifting its EV investment and market focus toward North America amid the US-China tensions. Tesla's move is also bringing its Taiwan-based suppliers to Mexico, according to DIGITIMES Research's latest report on Tesla's capacity expansions.
The adoption and application of DC microgrid is rising. The grid combines renewable energy, energy storage systems and end devices, enhancing energy conversion efficiency. It will see more application in EV charging.
Smartphone shipments to the China market came to 62.8 million units in the second quarter of 2023, edging upward 0.6% from a quarter ago and decreasing 2.2% from a year ago, according to DIGITIMES Research's latest figures from the report covering China's smartphone market.