Posted by UnicornP > 2019-08-05 11:39 | Report Abuse

Failed to mention 5G in the whole article?

Posted by UnicornP > 2019-08-05 11:40 | Report Abuse

From AR 2018:
"With this in mind, we expect the semiconductor back-end business, especially the demand for vision inspection equipment from Taiwan and Malaysia will turn weaker in the first half of 2019 due to soft global demand, seasonality and February Lunar New Year shutdowns in Southeast Asia. It is however expected that the market condition will improve in the second half of 2019, driven by a seasonal pickup and inventory correction and the anticipated 5G rollout and Industrial IoT adoption in more countries."