Mobile + telecom
Highlights of the day: Cloud remains over Huawei

The US and China have restarted trade talks, but the cloud hanging over Chinese vendor Huawei remains. The latest news coming out of the supply chain is that Huawei has cut components orders for true wireless stereo (TWS) devices. But other IC designers, namely those supplying server chips, are upbeat about the second half of 2019. Digitimes Research estimates that global server shipments will grow almost 13% in the third quarter.

Huawei slashes short-term IC orders for TWS devices: Huawei reportedly has reduced its short-term component orders for true wireless stereo (TWS) headsets amid the protracted US-China trade disputes, affecting sales of some Taiwan-based IC suppliers that provide related ICs to Huawei for production of TWS headsets and battery charging boxes, according to industry sources.

Taiwan IC design houses expect pick-up in orders for servers: Taiwan-based IC design houses expect to enjoy a seasonal pick-up in orders for servers and data centers in the second half of 2019.

Global server shipments to increase 12.8% in 3Q19, says Digitimes Research: Global server shipments are expected to increase 12.8% sequentially in the third quarter of 2019 with a flat on-year performance, but shipments for all of the year are likely to drop on year due to a sharp shipment decline in the first half, according to figures from Digitimes Research's latest server tracker.

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