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TSMC warns over deepening slump in chipmaking sector

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Re: TSMC warns over deepening slump in chipmaking sector

#11

Post by Kye »

dragontamer wrote: post #2

This boom/bust is really obvious with regards to computer prices. I'm seeing 2TB NVMe PCIe 4.0 SSDs with 7000+ MBps under $100 these days. Almost everything in the computer-world is on a significant sale.

I'm holding out for $100-200 8TB versions before I fill out the empty slot in my laptop and max out the RAM. Having all my in-use video, samples, and Kontakt libraries on-board would make life a lot easier.

Re: TSMC warns over deepening slump in chipmaking sector

#13

Post by dylan604 »

dragontamer wrote: post #2

This boom/bust is really obvious with regards to computer prices. I'm seeing 2TB NVMe PCIe 4.0 SSDs with 7000+ MBps under $100 these days. Almost everything in the computer-world is on a significant sale.

Have you used any of these sub $100 devices? I just took a look, and all of the names are vendors I have no experience with what so ever. All of the vendors I am familiar are above that price point. So, my immediate concern would be these cheap ones are made from chips rejected by the name brands, and their performance would be rejected by me after wasting the time/money on them.

I was looking at NewEgg and not Alibaba/ebay/amazon

Re: TSMC warns over deepening slump in chipmaking sector

#16

Post by thorncorona »

dylan604 wrote: post #13
dragontamer wrote: post #2

This boom/bust is really obvious with regards to computer prices. I'm seeing 2TB NVMe PCIe 4.0 SSDs with 7000+ MBps under $100 these days. Almost everything in the computer-world is on a significant sale.

Have you used any of these sub $100 devices? I just took a look, and all of the names are vendors I have no experience with what so ever. All of the vendors I am familiar are above that price point. So, my immediate concern would be these cheap ones are made from chips rejected by the name brands, and their performance would be rejected by me after wasting the time/money on them. I was looking at NewEgg and not Aliba…

Lots of https://slickdeals.net/newsearch.php?q=2tb&searcharea=deals&...

Re: TSMC warns over deepening slump in chipmaking sector

#17

Post by cs702 »

TSMC just warned the world of a 10% decline in chip revenues. Given that chips today are critical component of every phone, TV, laptop, desktop PC, server, vehicle, dishwasher, and pretty much everything else, TSMC's warning suggests we're going to experience a significant global economic contraction soon.

Hopefully I'm wrong.

Re: TSMC warns over deepening slump in chipmaking sector

#18

Post by andrewcamel »

Do they report the % of revenue from AI / data center chips vs all others? Or is there a way to derive it? Surprising to hear the slump given what we're seeing in AI-driven GPU demand. I guess that's just not as meaningful a portion of the TSMC business as I would've thought.

Re: TSMC warns over deepening slump in chipmaking sector

#19

Post by ajb »

cs702 wrote: post #17

TSMC just warned the world of a 10% decline in chip revenues. Given that chips today are critical component of every phone, TV, laptop, desktop PC, server, vehicle, dishwasher, and pretty much everything else , TSMC's warning suggests we're going to experience a significant global economic contraction soon. Hopefully I'm wrong.

This isn't necessarily representative of the economics of downstream sectors, because it's probably caused by the Bullwhip Effect[1] like the recent semiconductor shortage.

"The bullwhip effect refers to a scenario in which small changes in demand at the retail end of the supply chain become amplified when moving up the supply chain from the retail end to the manufacturing end."

[1] https://www.investopedia.com/bullwhip-effect-definition-5499...

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