News for hackers. Stuff that matters.

A comment on TSMC sees chip shortage lasting into 2022. Parent comment

Re:TSMC sees chip shortage lasting into 2022 by pojzon on Thursday April 15, 2021 @03:04PM (#26824812)
Its not war, just a good way to make a lot of money now. You buy cheap and sell absurdly high (10-20x the price). People still buy because they have no other option.
[ Parent | on HN ]
Re:TSMC sees chip shortage lasting into 2022 by a9h74j on Thursday April 15, 2021 @07:21PM (#26827399)
In a way, having a 1-2 year manufacturing plan can be like pre-selling many still-discrete still-not-in-hand components in advance. In other words, short-selling.

Your BOM can be 1000 vulnerabilities to a focussed short-squeeze.

I suppose this is a predictable and reportable business risk.

[ Parent | on HN ]