Meanwhile June sales at fellow pure-play foundry United Microelectronics Corp. were slightly down compared with May.

The combination of stockpiling by HiSilicon/Huawei, alternative strong markets and by favourably comparison with year-ago weakness continues to boost TSMC’s position, which was 40.8 percent ahead of sales in June 2019.

The ban on supplying Huawei demanded by the US is likely to impact TSMC’s third quarter, although the company has indicated that such is the demand for its 7nm leading-edge manufacturing processes that it can easily replace HiSilicon orders.

The foundries do not provide any commentary on monthly sales figures.

In June TSMC’s sales were NT$120.88 billion (about US$4.10 billion), an increase of 28.8 percent from May 2020 and an increase of 40.8 percent from June 2019. This brought TSMC’s 2Q20 sales to NT$310.7 billion (about US$10.54 billion). The company had forecast sales of between $10.1 billion and $10.4 billion. TSMC’s sales for the 1H20 are up 35.2 percent on sales in the 1H19.

At UMC June sales were NT$14.58 billion (about US$494 million). This was down sequentially 1.1 percent but up 24.6 percent compared with June 2019. UMC’s revenue for the 1H20 stands at NT$86.65 billion (about US$2.94 billion) up 26.3 percent compared with the same period in 2019.

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