The US trade ban has driven Huawei to the edge. Taiwanese semiconductor suppliers who have met the Chinese vendor's high-level figures recently have come to a conclusion: Huawei fears its mobile device business will evaporate gradually. But it seems Huawei is not giving it up yet. DRAM spot market prices have gone up since last week amid speculation that Huawei is stocking up ahead of the implementation of the new US sanctions. Despite the Huawei woes, the smartphone market's recovery is fueling shipment momentum for TWS earbuds. Order visibility for TWS earbuds has extended to year-end 2020.
Huawei reportedly resigned to worst possible outcome for smartphone biz: Huawei's senior officials have told Taiwan's semicondcutor suppliers that the Chinese company fears for the worst for its smartphone business because of the US trade ban, according to industry sources.
DRAM spot prices rise: DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.
TWS earbud shipments picking up: Shipments of true wireless stereo (TWS) earbuds have started picking up with order visibility stretched through the end of 2020, according to industry sources.