Taiwan's chip sector robust as US-China reach truce

Bellwether TSMC bullish on demand while broader tech industry still waits for a boost

20191219 tech tracker main

TSMC, an industry bellwether, has lead the recovery in Taiwan's chip sector.  © Reuters

CHENG TING-FANG and LAULY LI, Nikkei staff writers

TAIPEI -- Taiwan's four big chip companies reported a robust 8% growth in revenue in November, continuing a recovery they began in June and outperforming a broader tech industry that saw revenue shrink on the year.

Each month the Nikkei Asian Review monitors the revenue of 19 Taiwanese tech suppliers, whose clients range from hardware giants Apple, Huawei Technologies, HP, Dell and Cisco, to internet companies such as Amazon and Google, as well as electric vehicle maker Tesla, and telecom equipment builders Nokia and Ericsson. Key findings for the month are presented below in an easy-to-digest, graphics-led format.

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