The IC industry in Taiwan has breathed a sigh of relief after the US and China agreed to restart trade talks. But most of them remain cautious, as so much remains to be seen. TSMC is scheduled to hold its quarterly investors meeting on July 18, with the pure-play foundry's performance being regarded as an indicator for the overall chip industry. Huawei has reportedly told supply chain partners that it hopes to resume normal purchasing as soon as possible. Others in the 5G supply chain are even more upbeat about the second half of the year.
Chipmakers likely to post disappointing 2H19 results: Most of Taiwan-based chipmakers will likely experience a particularly weak second half of 2019, due to macro headwinds facing the chipmaking sector, according to industry observers.
TDDI IC supply chain turns optimistic about 2H19 on Huawei ban easing: Taiwan's handset TDDI IC supply chain for Huawei, including designers, backend COF service providers and substrate suppliers, have turned guardedly optimistic about their business prospects for the second half of 2019 as US trade ban on the China vendor shows signs of thawing following the recent G20 summit, according to industry sources.
Huawei order visibility for 5G chips, IC backend services to extend to year-end 2019: Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei, particularly for 5G base station chips and logic IC backend services, to extend to the end of the year, according to industry sources.