US tariff hikes on China imports seen as long-term boon for Taiwan machinery makers
Ninelu Tu, Taipei; Willis Ke, DIGITIMES
The surprise announcement twitted recently by US president Donald Trump to raise tariffs on US$200 billion worth of Chinese imports from the existing 10% to 25% starting May 10 will impose only short-term impacts on Taiwan machine tool makers and may...
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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.