if you read a lot of chinese news, they said 2 biggest reasons: 1. many high skill engineers out from tsmc, moved to huawei and simc. 2. tsmc fear iphone 15 sales are falling especially in china
TSMC tells vendors to delay chip equipment deliveries
51–54 of 54 posts
Re: TSMC tells vendors to delay chip equipment deliveries
#52This 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…
Recession kicks in. Huawei able to do 7nm...but the bulk of chip sales are at 14nm+. China in 2022 end has successfully dominated that market near 80%. The pre-order for Huawei mate 60 already reaching 10m+ just a week ago and projected to reach 60m by 2024 end. Meanwhile China pretty much banned iPhone "subtlely" by forbiding their government servants using that (which can translate to around 100m people if you read…
LOL you get voted down because mentioning those 3 words of american 'security organisations'
Re: TSMC tells vendors to delay chip equipment deliveries
#53This 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…
TSMC is diversified, they are basically an index. Everything from cars to medical devices to household electronics to AI uses their chips. This is why Nvidia can soar while TSMC barely moves.
We know winter is coming. The signs are all there, the desperate juicing and enshittification- growth is running out and nobody wants to blink first.
Re: TSMC tells vendors to delay chip equipment deliveries
#54Earlier quoted context omitted.
Yep, there will be continuing improvements to 28 nm as a long-lived node; 45 nm was a similarly long-lived node (as are 90 nm and 180 nm, still seeing plenty of use), and today's 40 nm is a heck of a lot more polished than 45 nm was at release, while still allowing trivial design porting.
Could you mention where these chips from older mature nodes are used and what they look like(in terms of form factor / development environment), for context? I understand some aspects of chips being used for automobiles , but aren't most compute oriented chips based off ARM designs and such which will be on the newer nodes?
Radio chips used in iot devices. Bluetooth, wifi, zwave, zigbee etc. usually rely on the lager node size. Designs are produced and sometimes supported for decades.