For TSMC, the biggest test this year is not only the decline in the semiconductor market, but also an unexpected factor, that is, big customers.HUAWEIOther foreign companies that use more than 25% of U.S. technology will also be affected by sanctions imposed by the United States, in addition to the withdrawal of supply from U.S. companies.
For this issue, TSMC has not stopped cooperating with Huawei or cut off its supply. Previously, co-CEO Liu Deyin stated at the shareholders'meeting that the impact of "Huawei Incident" on TSMC will be only short-term. TSMC's revenue expectations for 2019 have not been revised and remain optimistic. According to January's forecast, this year will achieve an increase of 1% to 3%.