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Bits + chips
Commentary: Implications of former TSMC executive serving as independent director at SMIC
Steve Shen, DIGITIMES, Taipei
The catchup being played by China-based Semiconductor Manufacturing International (SMIC) to the rank of Taiwan Semiconductor Manufacturing Company (TSMC) has moved one step further with former TSMC co-chief operating officer Shang-yi Chiang accepting...
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According to Digitimes Research, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. TSMC, UMC and VIS together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.