It makes sense - lower sales from the iPhone 15 than expected - recession in lots of places, increased competition from China.
The iPhone 15 hasn't been released yet. Having expectations of high sales at this point might be premature...
TSMC tells vendors to delay chip equipment deliveries
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Re: TSMC tells vendors to delay chip equipment deliveries
#22Sounds like market manipulation
Re: TSMC tells vendors to delay chip equipment deliveries
#23It makes sense - lower sales from the iPhone 15 than expected - recession in lots of places, increased competition from China.
The iPhone 15 hasn't been released yet. Having expectations of high sales at this point might be premature...
That new equipment is mostly for making iPhones.
Re: TSMC tells vendors to delay chip equipment deliveries
#24Any info if SAIC 7nm is having any impact? Or is it not feasible for non Huawei?
Latest rumor is expected sales of around 20m units - should cut into the iPhone 15 sales in China.
Re: TSMC tells vendors to delay chip equipment deliveries
#25I can't speak for the mobile phone market, but computer makers tend to be very cyclical based on the business cycle.
I think we are likely seeing this to some degree.
Re: TSMC tells vendors to delay chip equipment deliveries
#26This 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…
The article just obfuscates the news and hides a key detail at the end. China is a huge market for everything TSMC makes. China just showed this month that they can manufacture a near current generation flagship SoC using 90%+ domestic supply chains. This makes a big revision on future outlooks in China and ripples through demand forecast and capacity planning.
Re: TSMC tells vendors to delay chip equipment deliveries
#27This 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…
The article just obfuscates the news and hides a key detail at the end. China is a huge market for everything TSMC makes. China just showed this month that they can manufacture a near current generation flagship SoC using 90%+ domestic supply chains. This makes a big revision on future outlooks in China and ripples through demand forecast and capacity planning.
>China just showed this month that they can manufacture a near current generation flagship SoC using 90%+ domestic supply chains
I missed the news, any links on the subject?
Re: TSMC tells vendors to delay chip equipment deliveries
#28Earlier quoted context omitted.
The article just obfuscates the news and hides a key detail at the end. China is a huge market for everything TSMC makes. China just showed this month that they can manufacture a near current generation flagship SoC using 90%+ domestic supply chains. This makes a big revision on future outlooks in China and ripples through demand forecast and capacity planning.
>China just showed this month that they can manufacture a near current generation flagship SoC using 90%+ domestic supply chains I missed the news, any links on the subject?
Re: TSMC tells vendors to delay chip equipment deliveries
#29Re: TSMC tells vendors to delay chip equipment deliveries
#30I can't speak for the mobile phone market, but computer makers tend to be very cyclical based on the business cycle. I think we are likely seeing this to some degree.
I worked in semiconductor manufacturing, and I've been exposed to a lot of other industries. It's extremely volatile. Not quite like oil and gas production, but still enough to make your head spin.