Industry Analysis

With the vigorous development of big data applications and cloud computing, Cloud Service Providers (CSPs) are actively constructing data centers, driving growth in the server market. Especially after OpenAI launched ChatGPT, opportunities in the GenAI sector have flourished, sparking a wave of AI infrastructure development. AI servers, in particular, have seen significant hardware improvements compared to normal servers, even adopting new technologies that increase integration and testing complexity. Some assembly factories, leveraging their technical expertise, have successfully tapped into the AI boom, opening up a new growth opportunity for the EMS (Electronic Manufacturing Services) industry.

Since 2020, Taiwan’s passive components industry has faced challenges due to intensified competition between the US and China, the impact of the COVID-19 pandemic, and the Russo-Ukrainian war. However, despite these difficulties, both YAGEO (2327.TW) and Walsin Technology (2492.TW) have strategically leveraged different types of mergers and acquisitions to enhance their products, technologies, markets, and customer base. As a result, their revenues and scale have continued to grow. Additionally, with the rise of applications like electric vehicles, 5G/6G internet, and AI-driven products, Taiwanese manufacturers are seizing opportunities across various domains.

In 2023, under inflation, high interest rates, and excessive inventory level, the demand for consumer electronics products weakened, resulting in a sustained decline in the panel industry. The touch panel sector also faced profit erosion due to competition. Consequently, touch panel manufacturers have been actively diversifying into new business areas, despite the impact still remains relatively low at present. This article will briefly outline Taiwan’s touch panel industry’s new business plans, progress, and the industry outlook for the first half of 2024.

With the advancement of technology, the amount of data computers need to process has become increasingly massive. The transmission speed of computers in the past has become insufficient to meet the demands of next-generation high-speed computing. Therefore, when faster transmission interface specifications are introduced, high-speed transmission IC design companies must also increase their investment in developing related products. However, in recent years, high-speed transmission IC design companies have experienced declining revenues and profits. After a two-year inventory adjustment period, by the second half of 2023, most manufacturers’ inventories have returned to a healthier level. Additionally, with inflation gradually cooling down and the surge in AI demand, terminal demand is expected to gradually recover. This article will introduce you to the high-speed transmission IC design industry and provide insights into the latest trends in the IC industry.

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