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.