Yet analysts worry that excess inventory in the supply chain and the potential loss of sales to HiSilicon, TSMC’s second-largest customer, will impact the foundry and other electronics companies later this year.
“I don’t see any winners from this scenario,” says Brett Simpson, senior analyst with UK-based Arete Research. “It’s going to be a very challenging 12 months or so for the world’s supply chain. A lot of businesses that buy semiconductors are worried about business continuity.”
US-China trade war to cause inventory glut at TSMC?
Posted on Friday, Jun 12 2020 @ 08:32 CEST by Thomas De Maesschalck