DigiTimes says after a tumultuous year there are several trends developing in the background that are worth monitoring.
- Talent Crunch: there are simply not enough engineers to fill the job vacancies in the semiconductor industry worldwide.
- Moore’s Law is continued not just by EUVs. Foundries are developing innovative technologies such as carbon nanotubes, in-memory computing, 3DIC heterogeneous integration, compound materials, etc, to create chips that occupy smaller areas with greater computing power and less energy consumption.
- New product launches: AMD, Intel, and Nvidia all have plans to launch new CPU and GPU products in 2023. Apple will launch a new laptop with 3nm chips made by TSMC in 2023, too.
- Regionalisation and localisation: besides the government incentives for increasing domestic chip production, the longer-than-expected Russia-Ukraine war has pushed semiconductor companies to seek alternative sources for materials such as neon and foster domestic suppliers. Companies have been trained by the challenges over the two tough years and have developed stronger resilience in supply chain management.
- Less supply chain breakdown: with the expected gradual relaxation of pandemic control measures, macroeconomic conditions are likely to improve.
- US-China tech war is expected to last, and decoupling will continue: As we may continue to see more regulatory restrictions and changes in tech export controls in the future, all will suffer. There are already reports regarding companies trying to decrease US tech content or change nodes to avoid US sanction.
- Competition heats up in the memory oligopoly.
- More companies to adopt Arm and RISC-V architecture.
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