TSMC is clearly the leader in the pureplay foundry sector, but its Chinese competitor SMIC may be able to make some gains in the 14nm FinFET segment, as it is expected to obtain orders from Huawei's chipmaking arm, HiSilicon, which has been among major clients of TSMC's fab in Nanjing, China. And SMIC co-CEO Zhao Haijun has noted that China's foundry sector is set to recover n 2020 driven by demand from the 5G sector. In the IT sector, the truce in the US-China trade war is not stopping notebook ODMs from moving production lines out of China. The top destinations for the relocated facilities are Taiwan and Vietnam.
SMIC reportedly snatches HiSilicon chip orders from TSMC: China's Semiconductor Manufacturing International (SMIC) with its 14nm FinFET process manufacturing has reportedly obtained orders from HiSilicon, which has been among the major clients of TSMC's Nanjing fab that was opened in late 2018 and entered directly 16nm FinFET chip production.
China foundry sector on path to recovery, says SMIC co-CEO: Speaking at a high-tech forum held in Shanghai, Semiconductor Manufacturing International (SMIC) co-CEO Zhao Haijun remarked that China's IC foundry sector will stage a recovery in 2020 driven by chip demand for 5G related devices.
Taiwan, Vietnam to be major production bases for notebook ODMs: Despite a truce in the US-China trade war, notebook ODMs will continue their capacity relocation to Taiwan and Vietnam, with the two becoming their major production bases outside China.
