TSMC may not have been entirely unscathed in the wake of the coronavirus pandemic that has disrupted production and chilled end-market demand, but the outlook of for the foundry’s advanced manufacturing processes remains robust, with its 5nm node on track to start volume production in second-quarter 2020. The server sector has also seen robust orders thanks to the pandemic that is fueling demand for support for stay-at-home needs. Server assemblers say they will have significant shipments in second-quarter 2020. But the handset supply chain is having a much harder time. Production capacity in China may have been resumed, but Chinese handset vendors have seen a quick chill in demand from overseas markets.
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