1.Demand for high-end Gpus in artificial intelligence (AI) applications remains high, particularly Nvidia's A100/H100 and A800/H800 and AMD's MI250.

2.PSMC will receive financing for the construction of a 300mm wafer manufacturing facility in Japan, with construction scheduled to begin in 2024. The facility will focus on the production of logic chips based on 28 nm, 40 nm and 55 nm processes, with a monthly output target of 10,000 wafers.

3.Global automotive production continues to be affected by the chip shortage, with about 2.46 million light vehicles cancelled from production plans in 2023, an improvement from the 4.4 million cancelled in 2022.

4.Samsung and SK Hynix are aiming for strong growth in 2024. The two companies are expected to increase their respective semiconductor equipment investments by more than 20 percent and focus on driving DDR5 and HBM production.