In the face of the mainland, the United States trade war continued to burn, terminal customers for the 3rd quarter of the delivery target a very large reserve space, the recent Taiwan IC design manufacturers also quietly under the 3rd quarter operation Growth Plan, even if the upstream silicon wafer and wafer foundry capacity is still tight state, but the downstream customers short-term orders visibility of the situation, Taiwan IC design manufacturers can only first conservative view of the 3rd quarter revenue, gross margin and profit growth goals. Although the IC design manufacturers still expect to grow in the 3rd quarter from the 2nd quarter, they have recently begun to adjust to the growth rate, which is expected to increase by at least two-digit percentage points. Supply chain manufacturers pointed out that the mainland, the U.S. trade war has indeed blurred the visibility of the 3rd quarter order, but whether there has been a real impact, but it is still uncertain, but many of the 2018 operating growth of the Taiwan Science and technology manufacturers may be affected by the mainland, the United States Trade war, As one of the main reasons for the poor operation of the 2018. Because of the mainland, the U.S. trade war seems to be very difficult to close in the short term, in your coming to me, the situation is not to be expected, because of the PC and NB new products, mobile device demand kinetic energy is also weak, the 3rd quarter of the traditional season effect seems to be crumbling, Now in the brand customers and OEM manufacturers are not clear how much of the final 3rd quarter of the situation, the recent domestic, external chip suppliers are customers account for a large range of inventory preparation objectives, but this also increases the risk of inventory. Taiwan Department of Consumer IC design manufacturer pointed out that if the customer 3rd quarter order visibility is flat to the quarter of 20%, chip manufacturers are bound to prepare a quarterly increase of 20% of the chip inventory can, but to give the outside 3rd quarter of the target is to start from the flat, this inventory is prepared to benchmark, but the revenue growth target to take off the action of low mark , at this stage can not see the real or potential impact of trade war, customer preparation of strict, outgoing kinetic energy vague attitude, so that each chip supplier really difficult to optimistic. In fact, in the 3rd quarter of TSMC, the 12-inch wafer plant has been rising at a slower rate than expected, and Apple's new iphone orders are likely to be delayed until September, allowing TSMC's 3rd-quarter revenue growth to continue to be questioned and affected by The Taiwan department IC design company recently also began to feel the customer under single not if the previous positive pressure, even June began to see customers to beautify the results as a result, the phenomenon of reducing the list, resulting in many IC design company June revenue began to reverse decline. In the original peak season effect is a little less than expected under the pressure of the mainland, the United States Trade war is in the ascendant, but also began to affect customer orders, the 3rd quarter revenue growth target is difficult to give too high ideas, has been flooded in the Taiwan IC design manufacturers, and even the mainland,
