Mon, Jun 17, 2019 - Page 16 News List

Wafer foundries’ revenue forecast to drop

GLOBAL OUTLOOK:TrendForce predicted that industry leader TSMC would again outperform its competitors, despite a decline in production of Huawei products

By Chen Cheng-hui  /  Staff reporter

TSMC’s foundry business would continue to grow over the long term, regardless of political issues, thanks to the company’s strong commitment to its clients, Doh said, adding that, in the short term, some US customers are likely to prefer Samsung due to the US government’s tightening controls.

Even though the trade tensions between the US and China are expected to benefit Samsung’s foundry business, the company could need several years to narrow the gap with TSMC, Yuanta Securities Investment Consulting Co (元大投顧) said.

TSMC beats Samsung in terms of technological leadership and its ecosystem, and most importantly, has no conflict of interest with customers, Yuanta analysts led by Steve Huang (黃柏璁) said in a note last week.

“To attract more external customers, the conflict of interest issue must be addressed, and spinning off Samsung’s foundry business could be a good approach for the company,” the analysts said.

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