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The quarterly total revenue of the top 10 foundries came to US$33,530 million, reflecting a drop of 4.7% from 3Q22. Moving into 1Q23, TrendForce projects that the quarterly total revenue of the top 10 will show an even steeper drop on account of seasonality and the uncertain macroeconomic situation.
According to TrendForce’s latest research, quarterly global smartphone production totaled around 301 million for 4Q22, reflecting a QoQ growth of 4% and a YoY decline of 15.5%.
With the cooperation among them becoming more visible, TrendForce projects that the value of the global market for SiC power devices will reach US$2.28 billion in 2023, reflecting a YoY growth of 41.4%.
According to TrendForce’s research, polysilicon prices began to plummet in December last year, so the major polysilicon suppliers started to limit market supply.
According to TrendForce’s latest survey of the server market, many cloud service providers (CSPs) have begun large-scale investments in the kinds of equipment that support artificial intelligence (AI) technologies.
