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

Taiwan's TSMC forecast that robust demand for 5G chips will drive a stronger second-half even as it anticipates a dispute between Japan and South Korea involving chip-making materials to be a big source of uncertainty.