For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with its upcomig iPhones. Apple's PCB supplier Compeq Manufacturing feels the same uncertainty about the new iPhones despite significant first-half 2019 revenues growth. For notebook ODMs, shipments in June were impressive, but they are not sure whether shipment momentum can continue in the remaining months of the year.
TSMC 2H19 performance hinges mostly on new iPhones sales: TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play foundry's performance in the second half of the year, with the most crucial factor being the sales momentum of new iPhones to be released by its largest client Apple.
Compeq gives guardedly optimistic outlook for 2H19: PCB firm Compeq Manufacturing has expressed guarded optimism for its sales outlook for the second half of 2019, even though its sales performance for the first half was better than the industry's average.
Notebook ODMs see rising shipments in June, but conservative about 2H19: Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.