Alongside its facilities in Hillsboro, Oregon, Intel was meant to build a state of the art, $700 million R&D centre, but it appears that the company has decided to slam the brakes on that project, as part of its cost saving measures. The "mega lab" as it has also been referred to, will most likely not get built at all, despite the comparably small cost in relation to building a semiconductor fab, but $700 million saved is still going to make Intel look good in front of its shareholders. In total, Intel is said to be looking at cutting US$3 billion in spending for 2023 and cancelling the construction of the R&D facility contributes almost a quarter of that sum.

The "mega lab" was supposed to cover 18,580 square metres of floor space, largely dedicated towards data centre R&D projects. According to Intel, those projects will still go ahead, just at other facilities, according to a statement sent to Oregon Live. Intel is apparently also scrapping plans for a much smaller, US$200 million R&D facility in Israel, while potentially also pushing back its plans for new fabs in Europe. The latter might come down to what kind of subsidies Intel can get from the German government and the EU.

TrendForce's recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23. Currently, foundries are expected to maintain a lower-than-ideal level of capacity utilization rate in the first two quarters of this year. Some nodes could experience a steeper demand drop in 2Q23 as there are still no signs of a significant rebound in wafer orders. Looking ahead to the second half of this year, orders will likely pick up for some components that underwent an inventory correction at an earlier time. However, the state of the global economy will remain the largest variable that affect demand, and the recovery of individual foundries' capacity utilization rates will not occur as quickly as expected. Taking these factors into account, TrendForce currently forecasts that global foundry revenue will drop by around 4% YoY for 2023. The projected decline for 2023 is more severe when compared with the one that was recorded for 2019.

Due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook (laptop) computers began to fall over the quarters. TrendForce's latest analysis finds that global shipments of notebook computers (from ODMs) reached just around 186 million units for 2022, showing a YoY drop of 24.5%. As for 2023, the outlook on the performance of the notebook computer market remains uncertain at this moment. TrendForce expects the YoY decline to moderate to about 7.8%, but shipments are projected to total only 171 million units.

Because market demand was anemic in 4Q22, promotional activities related to the traditional year-end peak season did not generate a lot of sales momentum. Looking at regional markets, notebook brands (PC OEMs) slashed prices in the US and China, but their sales results still did not meet expectations. This development was mainly attributed to factors such as high inflation suppressing consumers' disposable income. Since the sales results for 4Q22 were lackluster, efforts to get rid of the existing stockpile of whole devices might continue through 2Q23. Furthermore, order placements from channels are going to be much more restrained.

United Microelectronics Corporation ("UMC" or "The Company"), a leading global semiconductor foundry, today announced its consolidated operating results for the fourth quarter of 2022. Fourth quarter consolidated revenue was NT$67.84 billion, decreasing 10.0% QoQ from NT$75.39 billion in 3Q22. Compared to a year ago, 4Q22 revenue grew 14.8% YoY from NT$59.10 billion in 4Q21. Consolidated gross margin for 4Q22 was 42.9%. Net income attributable to the shareholders of the parent was NT$19.1 billion, with earnings per ordinary share of NT$1.54.

Jason Wang, co-president of UMC, said, "In the fourth quarter, due to a significant slowdown across most of our end markets and inventory correction in the semiconductor industry, our wafer shipments fell 14.8% QoQ while overall fab utilization rate dropped to 90%. Average selling price increased slightly during the quarter as a result of our ongoing product mix optimization efforts, moderating the decline in revenue."

Wizmax by Micronics showed off four new PSU lines at the 2023 International CES. At the top of the stack is the Astro II Gold, a monstrous high-end PSU with 1650 W continuous output, 80 Plus Gold switching efficiency, ATX 3.0 and PCIe Gen 5 standards compliance, and a patented digital-VRM voltage controller by Micronics. Other internal features include DC-to-DC switching a 135 mm fluid-dynamic bearing fan Zero RPM mode up to a certain electrical load, and fully-modular connectivity that includes two 16-pin ATX 12VHPWR connectors with 600 W continuous output each, twelve 6+2 pin PCIe power, two 4+4 pin EPS, and fourteen SATA power connectors.

The Astro II Platinum is technically positioned a notch below the Astro II Gold 1650 W, but is more efficient. The Astro II Platinum comes in 1300 W, 1000 W, and 850 W variants. The 1300 W variant offers two 16-pin 12VHPWR connectors (each 600 W), while the 1000 W and 850 W ones offer one such 16-pin connector. The three get their names from the 80 Plus Platinum switching efficiency on offer, besides a feature-packed AC receptacle with Surge 4K and ESD 15K tolerance, and fluid-dynamic bearing fans with zero RPM up to a certain load.

CES 2023 ended today after an incredible week of product launches, major company announcements and innovation that will help to solve global challenges. CES shattered expected attendance drawing over 115,000 industry professionals - marking the largest audited global tech event since early 2020. With over 3200 exhibitors, including 1000 startups, CES 2023 showcased the next era of innovation from transportation and mobility to digital health, sustainability, Web3, metaverse and beyond.

For the first time, CES had a theme focused on Human Security for All. CES partnered with the United Nations Trust Fund for Human Security and the World Academy of Art and Science on the Human Security for All (HS4A) global campaign to foster food security, access to health care, personal income, environmental protection, personal safety, community security and political freedom. The products unveiled at CES 2023 tackle global issues such as access to clean water, food security, smart cities infrastructure, sustainable energy solutions, personal security and more. CES also featured the latest in accessibility tech, with innovation helping those in the disability community.

TrendForce's latest analysis of the DRAM market finds that the inventory pressure on suppliers remain significant due to the persistently weak demand for consumer electronics. Among the top three DRAM suppliers, only Samsung has seen a slight drop in inventory level thanks to its highly competitive pricing strategy. To prevent DRAM prices as a whole from making another sharp dive, a few suppliers such as Micron have been cutting production. Therefore, the QoQ decline in DRAM prices are projected to shrink to around 13~18% for 1Q23. However, the slump will have yet to reach the bottom at that time. Regarding the QoQ changes in the prices of the major categories of DRAM products for 1Q23, PC DRAM and server DRAM are projected to again register a drop that is near 20%. Conversely, mobile DRAM will experience the smallest price decline because its profit margin is ready the thinnest.

iBUYPOWER (iBP), a leading manufacturer of high-performance custom gaming PCs, today, announced the latest offering in its Trace series of cases, the Trace 7 Mesh and Trace 7 Mesh Pro.

A new generation of iBUYPOWER in-house cases
The latest installation of iBP's Signature Trace series of cases, the new Trace 7 Mesh and Trace 7 Mesh Pro feature a metal mesh down the center of the front panel flanked by two mirrored tempered glass segments. With three included addressable RGB (ARGB) 120 mm fans installed behind the front panel and one fan in the rear for exhaust, the addition of the mesh feature on the Trace 7 Mesh will ensure systems run at ideal temperatures. The Trace 7 Mesh Pro will come with upgraded fans with PWM control and HYTE Nexus software to manage lighting and provide an even more spectacular display.

Altec Lansing adds a new series to their growing line of true wireless (TWS) earphones with the addition of three brand new models announced today at CES 2023. The HydraBuds, HydraBuds Sport, and HydraBuds ANC will make up the new Altec Lansing HydraBud series, a new line of TWS earphones. The all-new HydraBuds are compact, waterproof and affordable earphones that come in a range of colors. Each model in the HydraBud Series comes with Altec Lansing Helix Wings to keep the earbuds securely in your ears. Each model comes with a charging case that provides 3 extra charges.

"True wireless earphones have become a staple today as we see the market moving away from wired headphones and earphones for something more compact and convenient," said Joe Campos, VP Sales and Marketing at Altec Lansing. "We strive to create products that anticipate demand by our consumers. By providing options, they can pick an earphone that best fits not only their needs, but also their price point."

During its CES 2023 keynote, AMD announced its latest Instinct MI300 APU, a first of its kind in the data center world. Combining the CPU, GPU, and memory elements into a single package eliminates latency imposed by long travel distances of data from CPU to memory and from CPU to GPU throughout the PCIe connector. In addition to solving some latency issues, less power is needed to move the data and provide greater efficiency. The Instinct MI300 features 24 Zen4 cores with simultaneous multi-threading enabled, CDNA3 GPU IP, and 128 GB of HBM3 memory on a single package. The memory bus is 8192-bit wide, providing unified memory access for CPU and GPU cores. CLX 3.0 is also supported, making cache-coherent interconnecting a reality.

The Instinct MI300 APU package is an engineering marvel of its own, with advanced chiplet techniques used. AMD managed to do 3D stacking and has nine 5 nm logic chiplets that are 3D stacked on top of four 6 nm chiplets with HBM surrounding it. All of this makes the transistor count go up to 146 billion, representing the sheer complexity of a such design. For performance figures, AMD provided a comparison to Instinct MI250X GPU. In raw AI performance, the MI300 features an 8x improvement over MI250X, while the performance-per-watt is "reduced" to a 5x increase. While we do not know what benchmark applications were used, there is a probability that some standard benchmarks like MLPerf were used. For availability, AMD targets the end of 2023, when the "El Capitan" exascale supercomputer will arrive using these Instinct MI300 APU accelerators. Pricing is unknown and will be unveiled to enterprise customers first around launch.

LG Display, the world's leading innovator of display technologies, announced today that it will unveil its futuristic display products that innovate everyday life at CES 2023. LG Display will be operating two booths at the Las Vegas Convention Center (LVCC), one in the North Hall (main booth) and another in the West Hall (automotive display).

The company's main booth will take this opportunity to reveal its industry-leading display technologies that make people's lives more enjoyable under the theme, 'Always On.' On the other hand, under the slogan of 'Advanced Mobility Lifestyle,' LG Display opens its first-ever booth solely dedicated to next-generation automotive display innovations, as the company strives to provide the best mobility experience through solutions ranging from state-of-the-art automotive displays to sound solutions.

It's not just TSMC and the other Taiwanese chip makers that are seeing a dip in demand, the Korean chip makers have seen a slump of 15 percent in the past four months, compared to 2021. This is said to be the biggest drop in chip demand since 2009 according to data from Statistics Korea. There's a combination of factors behind the slump in demand, especially when it comes to memory related products, where inventories already are high, combined with inflation and a low demand.

According to the Financial Times, an analyst at JPMorgan in Korea isn't expecting things to improve until 2024 at the earliest. Just like Micron and Kioxia, SK hynix is looking at cutting spending on new fabs and production lines, although as TPU reported earlier this week, Samsung is going its own way, by continuing to invest in new fabs and production lines. Samsung is expected to have a capex of US$37.5 billion this year back in October, although based on the increase in costs, the capex would have increased in the fourth quarter of the year. On the plus side, it seems like the shortage of semiconductors should ease in 2023 and hopefully return to more normal levels.

On the day of TSMC's celebration of the mass production start of its 3 nm node, news out of Taiwan suggests that all of its top 10 customers have cut their orders for 2023. However, the cuts are unlikely to affect its new node, but rather its existing nodes, with the 7 and 6 nm nodes said to be hit the hardest, by as much as a 50 percent utilisation reduction in the first quarter of 2023. The 28 nm and 5 and 4 nm nodes are also said to be affected, although it's unclear by how much at this point in time.

Revenue is expected to fall by at least 15 percent in the first quarter of 2023 for TSMC, based on numbers from DigiTimes. The fact that TSMC has increased its 2023 pricing by six percent should at least help offset some of the potential losses for the company, but it all depends on the demand for the rest of the year. Demand for mobile devices is down globally, which is part of the reason why so many of TSMC's customers have cut back their orders, as Apple, Qualcomm and Mediatek all produce their mobile SoCs at TSMC. Add to this that the demand for computers and new computer components are also down, largely due to the current pricing and TSMC is in for a tough time next year.

Shipments of monitor panels have fallen over the quarters this year due to various factors that have caused disruptions across the global economy and politics. TrendForce projects that shipments of monitor panels will total just around 158 million pieces for 2022, showing a YoY decline of 8.8%.

According to TrendForce's research on the market for display panels, monitor panels experienced a large downward shipment correction later than did TV and NB panels. For TV panels, the correction phase began in 3Q21. Turning to NB panels, a steep decline in shipments occurred in 2Q22. As for monitor panels, their shipments had not fallen significantly until 3Q22. With the correction taking place at a later time, the eventual rebound will also occur at a more distant time in the future. Since monitor brands are still holding an excessively high level of panel inventory at this moment, shipments of monitor panels are forecasted to drop again by 5.3% QoQ for 1Q23.

Chinese processor designers need help creating a leading-edge design that satisfies their needs, with the imposed sanctions and restrictions of Western countries. However, designers are using creative ways to make a server processor to fulfill their needs. According to the latest Sina report, Chinese company Loongson has developed a 32-core processor using chiplet technology. Previously, the company announced its 16-core 3C5000 processor based on LA464 cores, which utilize LoongArch ISA. Loongson used chiplet technology to fuse two 3C5000 processors into a single-socket solution called 3D5000, which features 32 LA464 cores to create a higher-performing design. Based on the LGA-4129 package, the chip size is 75.4x58.5×6.5 mm.

The company claims that the typical power consumption is rated for 130 Watts at 2.0 GHz or 170 Watts at 2.2 GHz, with TDP power consumption not exceeding 300 Watts at 2.2 GHz even with peaks. The performance of the new 3D5000 processor, measured using SPEC2006, is 400 points and 800 points for single-socket and dual-socket servers, respectively. The four-socket server is expected to reach 1600 points in the same benchmark, so scaling is advertised as linear. Loongson hopes to provide samples to industry partners in the first half of 2023 with an unknown price tag.

According to news out of Taiwan, TSMC will hold a ceremony to mark the official mass production start of its 3 nm node on the 29th of December. This is said to help "shatter doubts about de-Taiwanization" or in simpler terms, that Taiwan will lose its golden goose as TSMC invests abroad. The 3 nm fab—known as fab 18—is based in southern Taiwan's Tainan and the ceremony also marks the start of an expansion of TSMC's most advanced fab. TSMC is said to be kicking off its N3E node production sometime in the second half of 2023, followed by its N3P node in 2024, all of which should take place at fab 18, which also produces 5 nm wafers.

In related news, according to Reuters, a Japanese lawmaker from the ruling party has said that TSMC is considering a second plant in Japan, in addition to its current joint venture that is already under construction. TSMC's response to Reuters was that the company isn't ruling out Japan for future fabs, but that the company doesn't have any current plans. At the same time, TSMC is said to be sending executives to Dresden, Germany in early 2023, for a second round of talks about building a fab to help support the European auto industry, although this would be a 28/22 nm fab, which is far from cutting edge these days, although a lot more advanced than most fabs making chips for the auto industry.

As we're nearing the end of 2022, there is more news about layoffs and this time around it's Micron that is looking at laying off some 10 percent of its workforce. The company announced its FQ1 '23 earnings today, or fiscal quarter one 2023, since not all companies follow the standard year when it comes to financial reporting. Micron saw revenues of US$4,085 billion for the quarter, down from US$6,643 billion in the previous quarter and down from US$7,687 billion the same quarter a year ago. However, the company made a net loss of US$195 million.

Micron's CEO Sanjay Mehrotra stated "Micron's strong technology, manufacturing and financial position put us on solid footing to navigate the near-term environment, and we are taking decisive actions to cut our supply and expenses. We expect improving customer inventories to enable higher revenue in the fiscal second half, and to deliver strong profitability once we get past this downturn." These decisive actions include cutting 10 percent of its workforce according to Reuters, although this won't take place until sometime in 2023. Micron is also planning a cut in its CAPEX plans for its fiscal 2024, i.e. the company won't be investing as heavily as planned in new fabs, despite being granted money to do so by the US government.

Thermaltake, the leading PC DIY premium brand for Case, Cooling, Gaming peripherals, and Enthusiast memory solutions, will be kicking off the new year at the 2023 Consumer Electronics Show (CES). Thermaltake is ready to deliver the latest chassis, power, cooling, memory, and gaming solutions to PC DIY enthusiasts, modders, and gamers worldwide. The Thermaltake CES 2023 Exhibition will take place at the Venetian Resort Hotel Las Vegas, Lvl 2, Veronese 2402 Suite, from January 4th to the 7th.

Thermaltake, a pioneer in PC cooling innovation, is introducing a new event theme, "Stay Cool, Game On," which focuses on bringing users cutting-edge thermal advancements. In recent years, the demand for high-performing PCs has skyrocketed to fulfill the heavy workloads required for hardcore gaming, professional streaming, and video editing. These PCs require the most advanced cooling solutions. Thermaltake's team of engineers has developed new technologies and software that will revolutionize traditional PC DIY & cooling. Besides cooling-centric designs, visitors can expect to see PC MOD masterpieces from the world's top modders and other innovations on show. Meanwhile, Thermaltake will host several prize giveaways. More details can be found on Thermaltake's social media.

Team Group's creator series T-CREATE launches three DDR5 memory products: T-CREATE EXPERT DDR5 Desktop Memory, T-CREATE CLASSIC DDR5 Desktop Memory, and T-CREATE CLASSIC DDR5 Laptop Memory, comprehensively tailored for creators' demands. Equipped with a variety of frequency specifications from 5,200 to 6,400 MHz and a maximum storage capacity of 32 GB per module, the newly launched products offer a smooth experience for creators working on 4K/8K ultra-high-resolution video editing, professional 3D illustration software and system, as well as multitasking on their desktop computers and laptops.

Specifically built for heavy and complicated processing needs, T-CREATE EXPERT DDR5 Desktop Memory comes in ultra-high frequency options of 6,400 MHz and 6,000 MHz. Paired with low latency specifications, it features unprecedentedly exceptional performance and robust stability to fully support the complex operations and computing demands in professional 3D rendering and long-form super-high resolution video editing. Creators can ensure authenticity and optimal quality in each frame.

Advanced Semiconductor Materials Lithography, or as the company is more commonly known, ASML, is apparently set to build a new factory in Taiwan for the production of advanced semiconductor lithography equipment. The new factory is said to be built in the Linkou area of New Taipei City and at the same time, bring with it its European supply chain, according to Taiwan Vice Premier Shen Jong-chin.

The new factory in Linkou is still some time away, as construction will only start in July, 2023. It will apparently be ASML's largest investment in Taiwan to date, although an exact figure of the investment wasn't given, but the new factory will take up 6.68 hectares or 66,800 square metres, suggesting it'll be a rather large facility. That said, not all the land will be used for the clean room facilities, as there will also be office buildings and warehouse buildings adjacent to the factory. No details on which suppliers ASML will bring with it to Taiwan, but it's likely that the likes of Zeiss, who supplies many of the mirrors in ASML's machines, will be setting up a local presence, alongside other key ASML suppliers. ASML already has an office in Hsinchu, about an hour south of New Taipei City.

Currently, the US has an exclusion in place when it comes to import tariffs relating to graphics cards and GPUs imported from China, but the exclusion is set to expire on the 31st of December this year. So far, the US government has been quiet on whether or not the import tariff will be reinstated or not. If the tariff was to be reinstated, US consumers are looking at a 25 percent import duty on graphics cards, starting on the 1st of January, 2023.

There's no easy way to circumvent the tariff either, as it includes items like "printed circuit assemblies, constituting unfinished logic boards," according to Tom's Hardware. Not all graphics cards are made in China though, but the majority of graphics cards are today. It's possible that NVIDIA's move of its logistics center from Hong Kong to Taiwan could have some relation to this as well, as NVIDIA would then be shipping products out of Taiwan, rather than China, depending on how the US Customs classifies Hong Kong these days. We should know what happens in a month's time, but a 25 percent import duty on graphics cards will likely kill most sales, as most people already find them overpriced. This would of course affect AMD and NVIDIA, as well as their partners in the same way, unless they make their graphics cards outside of China.

TrendForce estimates that global shipments of VR devices will come to around 8.58 million units for 2022, showing a YoY drop of 5.3%. There are three notable factors behind the decline. First, the ongoing high inflation has been suppressing the consumer demand for end products this year. Second, VR brands have either opted to not release a new product this year or pushed back the schedule for releasing a new product. Lastly, the demand for Meta's Quest devices has been dampened by a significant pricing adjustment. As for 2023, TrendForce forecasts that global shipments of VR devices will bounce back to a total of 10.35 million units and show a YoY growth of 20.6%. New products including the Sony PS VR2 and the Meta Quest 3 are scheduled for release next year, so they are expected to be a significant demand driver.

Meta has been the most aggressive in committing resources into the VR/AR market. However, the effect of its attempt to offer hardware at a low price has been quite disproportionate to its massive investments in related technologies. Due to mounting cost pressure, Meta has adjusted its pricing strategy for Quest devices. The Meta Quest 2, in particular, is now priced at US$1,499, which is more than three times its previous price. On account of this price hike and its relatively short battery life, the Quest Pro will unlikely follow the footsteps of the Quest 2 with respect to maintaining a strong shipment growth momentum. TrendForce estimates that that shipments of the Quest Pro will reach just to the level of 250,000 units for 2022. Meta will have to wait until next year, when the Quest 3 hit the market, to again see a notable positive growth in its shipments of VR devices. TrendForce currently forecasts that Meta's shipments for 2023 will total around 7.25 million units.

According to data from Gartner, the semiconductor market is expected to decline by up to 3.6 percent in 2023, from a growth of 4 percent this year and 26.3 percent in 2021. This might not be surprising to those that have followed recent developments in the semiconductor market, but it also looks like revenue for 2023 will be closer to that of 2021. This might in part be related to higher costs of manufacturing, but consumer demand is expected to be down in 2023, largely due to less disposable income, related to the current situation with rising inflation and increasing costs elsewhere.

Gartner claims that the enterprise market has been relatively stable and the consulting firm isn't expecting the enterprise market to decline as much as the consumer market when it comes to semiconductor demand. That said, Gartner is expecting the memory market to decline by up to 16.2 percent in 2023, as there's already an oversupply in the market. Likewise, it expects that the NAND flash market will see a decline by up to 13.7 percent in 2023. What isn't clear is how this weaker demand will affect retail prices, but as we've already seen, the DRAM and NAND flash manufacturers have already hit the brakes, to try and prevent a price crash.

Xilinx Field Programmable Gate Arrays (FPGAs), now part of AMD, are always in demand in the semiconductor industry. Today, AMD has shared a letter to Xilinx customers that the selected FPGA device series will receive an 8-25% price increase. Citing AMD's investment into the supply chain, along with increased prices from the suppliers, Xilinx FPGAs will get more expensive. From January 9, 2023, the cost of the Spartan 6 series will increase by 25%, the price of the Versal series will not increase, and all other Xilinx products will increase by 8%. Interestingly, the older series manufactured on 40-28 nm nodes will increase while the latest Versal series doesn't experience any change.

Regarding lead times, the 16 nm UltraScale+ series, 20 nm UltraScale series, and 28 nm 7 series all take 20 weeks from order to delivery, which will remain until the third quarter of 2023. You can read the entire document below.

Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%. Three factors are behind this revision. First, lead time has started to return to its usual length for most orders related to server components from 3Q23 onward. Seeing this, server OEMs and cloud service providers (CSPs) have also begun to correct the component mismatch issue by lowering demand for items that are in excess while maintaining a constant inventory level for items that are still in tight supply. This development, in turn, has reduced the flow of server orders going to ODMs. Second, the wave of demand that was generated earlier from the effects of the COVID-19 pandemic is dissipating. Hence, expansion activities have cooled off noticeably for services such as video streaming, e-commerce, etc. Among CSPs, Meta, Google, and ByteDance (TikTok) have lowered their server procurement quantities for next year. Lastly, the global economic outlook has remained fairly negative, so companies across most industry sectors have formulated a more conservative expenditure plan and scaled back IT-related spending for next year.