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"In 2023, the global semiconductor market will reach US$526.9 billion, and is expected to grow to US$611.2 billion in 2024, with an annual growth rate of 16%. Among them, the development of AI has jumped from decision-making AI to generative AI, which is a very critical reason. ” Fan Zhehao, manager of the Industrial Technology International Strategy Development Institute of ITRI, pointed out that the rapid development of AI is bringing about great changes in human life, whether it is generative video technology or technology that enables large language models (LLM) to have visual and auditory capabilities. All of this shows that AI still has great potential that has yet to be realized.

The Office of Economic and Trade Negotiations of the Executive Yuan today (6th) released the results of the implementation of the New Southbound Policy in the first half of 2024. In the first half of the year, Taiwan’s total trade with the 18 New Southbound Countries was US$83.5 billion, an annual increase of 12.43%, and exports reached US$50.2 billion, an annual increase of 21.22%. %, a record high for the same period in previous years. According to statistics, my country's trade with new southbound countries is mostly concentrated in integrated circuits, computer-related products, and communication products.

SEMICON Taiwan 2024 will be held at the Nangang Exhibition Center in early September. The organizer, SEMI International Semiconductor Association, said that international forums related to "advanced packaging technology" will be displayed at the event. These are regarded as the next trends in technology development, including global concerns. Semiconductor advanced packaging technologies such as chiplets, 3D IC, CoWoS and FOPLP (panel-level fan-out packaging) will all become the focus of market attention.

In the past, China has always been the first choice for technology manufacturers to build product supply chains. However, in recent years, due to rising labor costs caused by the declining demographic dividend, and in order to avoid the impact of geopolitics, technology manufacturers have begun to accelerate the move of supply chains out of China, or to Part of the production capacity has been moved to Southeast Asia, South Asia and other places.

The Taiwan Circuit Board Association issued a press release today, citing the latest "2024 Global FPC Industry Scanning and Development Trends" released by the Institute of Obstetrics and Technology of the Industrial Research Institute, predicting that the global FPC market in 2024 will gradually recover from the downturn in 2023, and the market size will be ( Including rigid-flex boards, the same below) is expected to reach US$19.7 billion, with an annual growth of 7.3%. With the gradual popularization of AI applications in the mobile phone and computer markets, the demand for soft boards is expected to continue to heat up. The soft board market is expected to grow by 5.2% in 2025, reaching US$20.72 billion, returning to the level of 2021. In addition, Zhending (4958), The stable market share of Taijun (6269) and other companies last year made Taiwanese companies the largest soft board supplier overall, accounting for about 34.5% of the overall output value.

Nvidia Corp. jumped higher after being named by BofA as its top pick as semiconductor stocks rebound in the fourth quarter.