The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial intelligence (ai) governance by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) governance market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial intelligence (ai) by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

台积电2022 年度实现营收738.85 亿美元，同比增长42.62%；实现归母净利润331.76 亿美元，同比增长70.40%。22Q4 公司5nm 占比32%，收入增长明显；7nm 占比22%，N7 节点占比持续环比下滑；28nm营收占比11%。3nm 在22Q4 按计划量产，在HPC 和智能手机的推动下23 年将贡献营收，预计从 23Q3 开始产生可观收入贡献；N3E 也有望在23 年下半年量产；2nm 预计在2024 年试产，于2025 年进行量产分产品类型来看，受全球智能手机市场低迷影响，台积电智能手机应用收入占比下降到38%，HPC 超越手机成为第一收入来源，占比为42%。公司预计2023 年Q1 收入167 亿-175 亿美元，同比-4.8%~-0.3%，环比-16.2%~-12.2%，主要受到持续的需求疲软和客户进一步调整库存的影响；预计23Q1 毛利率53.5%-55.5%，主要是受制程节点升级和产能利用率影响。公司预计半导体终端市场走弱，行业库存调整持续到23 年上半年后。公司收紧23 年资本开支，预计资本支出320-360 亿美元，其中约70%用于先进工艺技术，约20%用于专业技术，约10%用于先进封装光罩制造等。

MCU是各个电子领域的核心，下游应用极其广泛。预计2022年全球MCU销售额将增长10%，达到215亿美元的历史最高水平。展望2023年，随着“集成传感器+MCU+无线模块” 的高度集成方案的提出、AI在MCU中的运用和车规级MCU的发展，MCU的市场空间有望加速增长。在智能化和变频节电化趋势下，智能家电产品渗透率不断提高将拉动对控制MCU的需求增长。据IC Insights的数据，2022年全球车用MCU市场规模为86亿美元，预计到2027年将达到124.62亿美元，2022-2027年CAGR为7.7%。车规MCU的需求增长持续支撑行业景气度。

本周（2023/01/09-2023/01/13）市场整体上涨，沪深300 指数上涨2.35%，上证综指上涨1.58%，深证成指上涨2.06%，创业板指数上涨2.93%，中信电子上涨0.62 %，半导体指数上涨0.33%。其中：半导体设计上涨0.3%、半导体制造下跌0.5%、半导体封测上涨4.2%、半导体材料上涨0.8%、半导体设备上涨0.5%、功率半导体上涨1.9%。本周半导体板块延续上周上涨趋势。从周期角度判断，市场对于2023 年设计、被动板块见底预期较高，持续看好设计、被动板块布局机会。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for articulated robot by geography and historical trend. The scope of the report extends to sizing of the articulated robot market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application programming interface (api) management by geography and historical trend. The scope of the report extends to sizing of the application programming interface (api) management market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for airborne countermeasure system by geography and historical trend. The scope of the report extends to sizing of the airborne countermeasure system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural drones by geography and historical trend. The scope of the report extends to sizing of the agricultural drones market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.