DigiTimes heard from it sources that Taiwanese foundry TSMC is seeing strong demand for its 7nm process technology. In particular, there are a lot of orders from Chinese clients, with orders extending into the first half of 2020. Despite the implication of the US-China trade war, Huawei remains one of the biggest TSMC clients.
The site also reports about a recent meeting between Micron CEO Sanjay Mehrotra and executives from China's Tsinghua Unigroup. This sparked some rumors about a possible cooperation between both firms in the memory market.
One of its major clients is Huawei, who is said to be releasing its Kirin 990 chip with an integrated 5G modem built using TSMC's 7nm FinFET Plus EUV process. While TSMC sits comfortably at the top of the foundry sector, the DRAM sector mostly sees a three-horse race between Samsung Electronics, SK Hynix and Micron Technology. And it is no surprise that a recent meeting reportedly between Micron CEO Sanjay Mehrotra and executives from China's Tsinghua Unigroup - which is keen to develop its own DRAM prowess - has sparked some speculation.