Taiwan's major notebook ODMs had weak results in July as clients were reluctant to further build up inventory despite the upcoming 10% tariffs the US will impose on their notebooks imported from from China. Their clients have also failed to make it clear whether they want the manufacturing partners to move production out of China to avoid the US tariffs. But in the semiconductor sector, TSMC is likely to hit record revenues in fourth-quarter 2018, with strong shipment momentum building up for its 7nm process.
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