11–20 of 54 posts
Mon, Sep 18th, Taiwan shares tumble to end below 16,700 points as TSMC hit hard
" two sources familiar with the matter said." I don't really get how an article can be built off that. Isn't that completely insubstantial on the face of it? Are we supposed to just trust that some reuters journalist is sourcing this info from a credible primary source?
if you're concerned about Reuters credibility (you should be, for unrelated reasons), check this particular journalist's history.
" two sources familiar with the matter said." I don't really get how an article can be built off that. Isn't that completely insubstantial on the face of it? Are we supposed to just trust that some reuters journalist is sourcing this info from a credible primary source?
This makes absolutely no sense. A month ago the headline was "Apple buys every 3 nm chip that TSMC can make for next-gen iPhones and Macs" [1]. Six months ago it was a global chip shortage that had supply chains backed up around the planet. And now it's suddenly "the world's top contract chipmaker grows increasingly nervous about customer demand"? In the middle of a revolution in AI? Something doesn't add up here. ht…
chip != chip. TSMC manufactures hundreds of products, check out slide 4 of the last quarterly results [1].
"AI" (on 5nm or below) is currently only a smaller share of total capacity. 7nm was only around 50% utilization, compared to 110% a year ago.
The recent chip shortage was mostly from 28nm or above. Think automotive, and the like.
The inventory correction happening now is from a strong reduction in smartphone business, and HPC is also down thanks to PC sales declining 10-15% this year.
And there is nothing surprising about this, TSMC has been guiding this inventory correction for more than a year now.
[1] https://investor.tsmc.com/english/encrypt/files/encrypt_file...
This makes absolutely no sense. A month ago the headline was "Apple buys every 3 nm chip that TSMC can make for next-gen iPhones and Macs" [1]. Six months ago it was a global chip shortage that had supply chains backed up around the planet. And now it's suddenly "the world's top contract chipmaker grows increasingly nervous about customer demand"? In the middle of a revolution in AI? Something doesn't add up here. ht…
> Six months ago it was a global chip shortage that had supply chains backed up around the planet. chip != chip. TSMC manufactures hundreds of products, check out slide 4 of the last quarterly results [1]. "AI" (on 5nm or below) is currently only a smaller share of total capacity. 7nm was only around 50% utilization, compared to 110% a year ago. The recent chip shortage was mostly from 28nm or above. Think automotive…
As a reminder to others, 28 nm was the last planar process; there's a discontinuity in cost moving below 28 nm to FinFET processes. For applications which don't need the last bit of density of power efficiency, 28 nm is likely to stay a sweet spot for a long, long time to come.
This makes absolutely no sense. A month ago the headline was "Apple buys every 3 nm chip that TSMC can make for next-gen iPhones and Macs" [1]. Six months ago it was a global chip shortage that had supply chains backed up around the planet. And now it's suddenly "the world's top contract chipmaker grows increasingly nervous about customer demand"? In the middle of a revolution in AI? Something doesn't add up here. ht…
https://en.wikipedia.org/wiki/Bullwhip_effect My naïve assumption is that it has to do with this?
This makes absolutely no sense. A month ago the headline was "Apple buys every 3 nm chip that TSMC can make for next-gen iPhones and Macs" [1]. Six months ago it was a global chip shortage that had supply chains backed up around the planet. And now it's suddenly "the world's top contract chipmaker grows increasingly nervous about customer demand"? In the middle of a revolution in AI? Something doesn't add up here. ht…
" two sources familiar with the matter said." I don't really get how an article can be built off that. Isn't that completely insubstantial on the face of it? Are we supposed to just trust that some reuters journalist is sourcing this info from a credible primary source?
that's usually what journalists do. if you're concerned about Reuters credibility (you should be, for unrelated reasons), check this particular journalist's history.
Edit: Two sources confirming stuff is not just how journalism works, but also intelligence services.