Outlook 2023: Eight Trends for the Future Semiconductor Industry

The turbulent 2022 will trigger inventory adjustments in the semiconductor industry, and companies are coping with the short-term down cycle, but the development trend behind it deserves attention. Due to artificial intelligence (AI), AR/VR, Internet of Things (IoT), autonomous vehicles, electric vehicles, high-performance computing (HPC), aerospace, satellite communications, 5G/6G, smart cities and many other applied technologies, all rely on To achieve innovation based on the advancement of semiconductor technology, we believe the following trends will affect the development of the semiconductor supply chain in 2023 and the next few years.

Chipmaking equipment faces chip shortages as wait times lengthen

Semiconductor industry executives say that as the chip shortage affects car production, raises the price of electronics and raises concerns about supply chains in countries around the world, there is now another situation: the equipment needed to make chips is in short supply.

Gartner: The degree of localization of China's semiconductor manufacturing industry continues to increase

According to the study, Chinese companies have made significant progress in some aspects of semiconductor manufacturing materials, wafer manufacturing equipment and device manufacturing process technology. In some semiconductor manufacturing materials such as silicon wafers, electronic special gases, and CMP materials, Chinese companies have been able to support chip manufacturing at mature process nodes. In major semiconductor manufacturing processes such as deposition, etching, ion implantation, CMP, and cleaning, Chinese equipment manufacturers can support 28nm or even 14nm process node manufacturing in some process steps. Some products can support the 5nm process node in some process steps.

The demand for domestic substitution of semiconductors is urgent, and domestic companies are striving to advance

According to the Financial Associated Press, the graphics processing chip giant Nvidia (Nvidia) issued an announcement that the company has received official notification from the United States that if it exports two high-end GPU chips to customers in China (including Hong Kong, China) and Russia - A100 and H100, A new export license is required.

ABB releases a new switch socket, advocating low-carbon life

ABB, the world's leading power and automation technology group, officially launched two new series of switch sockets, "Dening" and "Dejing" in Beijing today. The new product is positioned as a high-end product, specially designed for the interior decoration of domestic middle- and high-income families, with simple style, fashion and high safety. While helping urban fashion people create a high-quality home environment, it also helps promote the quality standards and design level of similar products in the market .

Top 10 Technology Trends in the Semiconductor Industry

The "scale" commercial use of 5G will drive the development of 5G mobile phones, base stations, VR/AR equipment, and emerging applications such as Industry 4.0, autonomous driving, and medical care