TSMC's 5nm fab to be built in the US may better serve its clients, including Apple, in the country and fall in line with the Trump administration's policy, but the foundry house's relationships with one of its biggest clients, namely Huawei, remain in limbo. Taiwan-based backend firms have similar concerns about orders - or termination of orders - from Huawei, thanks to the fresh US sanctions on the Chinese tech giant. For China's semiconductor industry, there ae still many hurdles to be overcome, but its display industry is expanding fast in both the LCD and OLED segments.
TSMC braces for impact of new US restrictions on Huawei: TSMC already took 7nm and 5nm chip orders from Huawei in advance before stopping taking more orders from the China-based client in the wake of the US government's announcement of fresh sanctions on the Chinese tech giant, according to industry sources.
Taiwan backend houses expect Huawei orders to drift starting 4Q20: Taiwan-based OSAT firms will continue to fulfill chip orders from Huawei/HiSilicon in the third quarter of 2020, but are unsure about the orders in the fourth quarter as the Chinese client faces new trade restrictions from the US, according to industry sources.
Tianma, Visonox expanding flexible AMOLED panel capacity: China-based flat panel makers Tianma Microelectronics and Visonox have moved one step further to expanding their capacities for flexible AMOLED panels, with the former having the potential to become the world's third largest vendor in the segment.