Despite hiccups over the last few months, including the US trade ban on Huawei that has roiled the smarrtphone market, TSMC's long-term outlook remains robust, thanks to its technological leadership that will keep its rivals at bay in the AI and 5G era. The semiconductor supply chain is banking on 5G to drive their businesses, such as CCL maker Iteq. Meanwhile, upstream suppliers expect robust demand from China's flat panel makers who are fast expanding capacity for the OLED applications. .
TSMC extending tech lead over peers in 5G era, defying pricing threats: TSMC is widely expected to adjust downward its revenue and profit guidance for 2019 at its upcoming investor conference set for July 18 due to recent operational hiccups. But the pure-play foundry's longer-term performance prospects remain bright thanks to its firm leadership in advanced foundry and packaging technologies and high yield rates, both critical to processing next-generation AI and 5G chip solutions.
CCL maker Iteq optimistic about 2H19 on strong 5G network demand: Taiwan-based CCL (copper clad laminate) supplier Iteq is optimistic about its revenue performance for the second half of 2019, driven by growing demand from suppliers of 5G network communication equipment, according to industry sources.
Taiwan upstream suppliers gearing up efforts for OLED panels: A number of Taiwan-based upstream components and materials suppliers have been enhancing their deployments in the OLED panel segment to cash in on the growing penetration of OLED panels in the handset, wearable and other sectors, according to industries sources.
