The global semiconductor market was in bad shape in 2023 with DIGITIMES Research having estimated the global semiconductor revenue at US$523 billion for 2023, an 8.9% decrease from a year ago.
Based on an observation of upstream suppliers and downstream customers of Samsung Electronics and its associated companies in the north of Vietnam, DIGITIMES Research has found that the Korean electronics giant and its affiliated firms still rely heavily on Korea-based upstream supply chain makers.
After a double-digit on-year decline in 2023, global server shipments are expected to resume growth in 2024, but the volumes will fall back to slightly above the 2019 level.
In response to the continuous growth in AI demand, memory device makers SK Hynix, Samsung Electronics, and Micron Technology plan to mass-produce high bandwidth memory 3E (HBM3E) products in 2024
Global top-5 notebook brands saw their combined shipments plummet sharply from a month ago in January 2024 as the slow season kicked in and the global economy remains deeply influenced by negative factors.
AI-enabled products as a proportion of China's IoT market have been increasing year after year with AI has grown to become more important for related products
Application processor (AP) shipments for Chinese smartphones performed below expectation in the fourth quarter of 2023 as handset shipments already peaked in the previous quarter, and the volumes will go down further in the first quarter of 2024, but only by a small margin.
