R&A DAILY NEWS 12/12/2023

MediaTek is rumored to secure orders for WiFi 7 chips from major players such as Apple

MediaTek has reportedly secured orders for WiFi 7 chips from leading global tablet brands (likely including Apple),the Intel laptop platform,and various major smartphone manufacturers.

Its WiFi7 chips are expected to utilizeTSMC's 6nm process and yield in the first half of next year.

1

Huawei's first overseas factory is set to be completed in France

Expected to commence operations by the end of 2025,the factory aims to produce 1 billion units annually,which are,instead of smartphones,components like chipsets and motherboards required for 4G/5G base stations,catering to the entire European market.

2

In the third quarter,foldable phone shipments achieved 7 million units

Foldable phone shipments exploded by 215% over the

previous quarter and higher by 1%than market expectations from July to September,with a 16% year-on-year increase.DSCC forecasts the annual foldable phone shipments to realize 15.8 million units,with a growth rate of 3%.

3

Phison sees November revenue increase by 5%MoM

Phison Electronics in Taiwan,China,stated that the overall annual growth rate of SSD controller chip shipments attained 30%,with PCle SSD's growing nearly 40% annually.Additionally,that of NAND dieshipments exceeded 80%.