The coronavirus outbreak may have created a temporary set in the development of 5G in China, but Digitimes Research believes construction of 5G infrastructure is a long-term bid that that will not be derailed. In fact, Taiwan's semiconductor sector is more concerned about the impacts from the US's possible bid to impose stricter trade sanctions on Huawei. At any rate, the US trade sanctions and the epidemic may be motivating Taiwan's PCB makers into diversifiying their production bases.
Coronavirus outbreak may not affect 2020 5G capex if contained by mid-year: While the cancellation of MWC 2020 and the locked-down management in many cities in China due to the coronavirus outbreak have raised concerns about the development of 5G, the epidemic may end up with limited impacts on the operations of telecom firms as well as the deployments of 5G infrastructure in 2020 if it can be contained by mid-year, according to Digitimes Research.
Taiwan IC sector bracing for looming tougher trade ban on Huawei: Taiwan's semiconductor supply chain players are bracing for stricter trade restrictions being mulled by the US against Huawei, which could create even worse impacts than those brought by the coronavirus outbreak, according to industry sources.
Taiwan PCB makers urged to accelerate capacity relocation amid outbreak: Taiwan's PCB makers are facing higher risks from the coronavirus outbreak thanks to relatively heavier production deployments in China than their peers in Japan and South Korea, prompting calls for them to accelerate capacity relocation from China.