Intel may have eased its CPU shortages, but competition from its arch rival AMD is intensifying. Both vendors are set to unveil new top-of-the-line desktop processors in October in a new round of battle between the chip vendors. Meanwhile, the global economy is being complicated by the fresh trade war between Japan and South Korea although the one between the US and China seems to be easing. Taiwan's semiconductor backend service providers now expect orders from Huawei to return to normal soon. But Japan's tighter control of semiconductor materials exports to South Korea is sending memory module makers mulling price hikes in anticipation of tight supply of NAND flash and DRAM.
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