https://www.reuters.com/article/us-tsmc-results/tsmc-expects-5g-earnings-boost-flags-south-korea-japan-spat-as-risk-idUSKCN1UD0IQ

Taiwan Semiconductor Manufacturing Co Ltd (TSMC) on Thursday said it expects a stronger half-year on 5G telecoms demand, and that a dispute over chip-making materials between Japan and South Korea is its most uncertain factor.