The latest US move to slap 10% tariffs on US$300 billion worth of Chinese goods has cast a shadow over the prospect of a significant recovery for the IT supply chain in the second half of 2019. TSMC and Intel may have to lower their guidances. Intel also faces strong challenges from AMD, who sees growing popularity for its latest 7nm offerings.
US new tariffs on Chinese imports may dim TSMC, Intel prospects: The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may significantly dent the sales upturn momentum for terminal markets, which in turn will cloud the prospects for relevant supply players, with even TSMC and Intel very likely to adjust downward their guidance at least for the fourth quarter of the year, according to industry sources.
AMD to see DIY PC market share hit 10-year high of over 30% by end-2019: AMD has seen growing adoption of its new-generation 7nm chips including Ryzen 3000 seies processors and Radeon 5700 series GPUs by makers of PCs, motherboards and graphic cards as mainstream chipsets, and its share of the DIY PC processor platform market is expected to surge to a 10-year high of over 30% by the end of 2019, according to industry sources.
