Semiconductor Advisors' Maire on TSMC, Samsung

What factor is contributing to the positive expectations for third quarter earnings in the semiconductor industry?

• Lower demand for semiconductors

• Reduced lead times for TSMC

• Decreased production by Apple

• Increased production demands from Apple

What has been the impact of 5G handsets on the semiconductor industry?

• They have weakened the market

• They have driven recovery in the foundry logic side

• They have had no impact

• They have only affected memory pricing

What issue is Samsung facing that could benefit TSMC?

• Shorter lead times

• Decreased demand for semiconductors

• Yield problems with latest generation technology

• Increased production costs

How have Japan's export curbs affected Samsung's production?

• They have stopped production entirely

• They have increased production

• They have had no real impact on wafer output

• They have significantly reduced production

What is the primary driver of the leading edge for TSMC?

• Trade issues

• Memory pricing stabilization

• 7 nanometer devices

• High-performance computing