Communications systems are expected to show the biggest global sales in the integrated circuit (IC) category this year, replacing computer systems for the first time, market information advisory firm IC Insights forecast yesterday.
In a research report, IC Insights said that computer systems have been the largest source of sales in the global semiconductor business for years, but the landscape is expected to change this year amid strong demand for communications devices, in particular mobile devices.
The value of the IC market is expected to be about US$285.9 billion, with communications systems accounting for 37.9 percent of the total, computer systems 36.3 percent, consumer electronics 11.2 percent and automotive electronics 7.6 percent, the report said.
Industrial electronics and government and military applications are expected to make up 6.2 percent and 0.9 percent respectively of global semiconductor market sales, the advisory firm said.
In the Americas, Japan and the Asia-Pacific, communications, computers and consumer electronics will be the top-three components of the IC market this year, the report forecast.
These three categories are expected to account for 83.4 percent of IC sales in the Americas, while communications will make up 38 percent, it said.
In the Asia-Pacific region, the three categories will account for 92.3 percent of total IC sales this year, while communications systems will take 41.6 percent, the report predicted.
In Japan, the three categories are expected to make up 78.5 percent of total IC sales, with computer systems likely to take a 25.4 percent share, IC Insights said.
In Europe, the three top IC categories are communications, computers and automotive electronics, which are expected to account for 80.6 percent of that region’s total IC revenue this year, with communications taking a 28.1 percent share, IC Insights said.
Taiwanese firms have increased investment in the Philippines in recent years as Manila’s ties with Washington deepen and global supply chains continue to shift away from China, an expert at the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The Philippines had not been among Taiwanese investors’ top choices in Southeast Asia, CIER Taiwan ASEAN Studies Center director Kristy Hsu (徐遵慈) said at a seminar in Taipei. However, Taiwan’s investment in the country has grown significantly since the COVID-19 pandemic, reaching US $257 million last year, a high in recent years, she said. Although Taiwan’s total investment in the Philippines still lags
Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday. “I don’t look at people as competitors. I look at the collaboration... Nvidia is also, you know, a good friend,” Tan told a news conference following his keynote speech at the Computex trade show in Taipei. “It’s a very trusted partnership for us... We are a big, top customer for them, and we’re going to continue doing that,” he said, referring to TSMC, the world’s largest foundry
Artificial intelligence (AI) agents would supplant smartphones as the center of people’s digital lives, fundamentally reshaping personal devices and driving a major computing upgrade cycle, Qualcomm Inc CEO Cristiano Amon said yesterday. In his keynote speech for this year’s Computex trade show in Taipei, Amon said that the rise of "agentic AI" — AI systems capable of reasoning, planning and carrying out tasks autonomously — would transform how people interact with technology across phones, PCs, vehicles and wearable devices. Describing the technology as the next major evolution in computing, Amon said that "2026 is the year of agents.” For decades, smartphones have sat
The average pay to employees by ASE Technology Holding Co (日月光投控) was the highest among the companies listed on the local main board last year, while contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) ranked seventh, the Taiwan Stock Exchange (TWSE) said on Monday. Data compiled by the exchange showed ASE Technology, the world’s largest chip packaging and testing services provider, paid its employees an average of NT$6.28 million (US$199,746) last year, up 40 percent from a year earlier. TSMC, the world’s largest contract chipmaker and the most profitable company in Taiwan, paid its employees NT$4.09 million on average, up