TSMC’s positive outlook for the rest of 2019 has lifted the cloud over the semiconductor supply chain. For passive component makers, business improvements may not come right away, but they are banking on 5G applications – a key factor underlying TSMC’s optimism – to revive their momentum. And smatphone vendors are rolling out devices that can take fully support the 5G market, with many of them looking to feature OLED displays in their offerings. China-based panel maker BOE is poised to become a major OLED handset panel supplier.
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