Re:TSMC warns over deepening slump in chipmaking sector
by cjrp on Friday July 21, 2023 @03:28PM
(#36818378)
I think the point is why has revenue dropped 10% for TSMC if everything downstream is going gangbusters? Doesn't it point to a drop in demand for chips, and therefore the retail devices they go inside?
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Re:TSMC warns over deepening slump in chipmaking sector
by gtirloni on Friday July 21, 2023 @03:34PM
(#36818475)
If downstream things have gone to shit already, why the prediction that a crisis will be in the _future_?
TSMC's revenue grew too much during the pandemic. It's just normal it should contract when things go back to normal.
Re:TSMC warns over deepening slump in chipmaking sector
by cjrp on Friday July 21, 2023 @03:50PM
(#36818737)
Potentially this is a tipping point for the things downstream. Honestly I’m just thinking out loud here.
Re:TSMC warns over deepening slump in chipmaking sector
by nyokodo on Friday July 21, 2023 @04:25PM
(#36819198)
> Doesn't it point to a drop in demand for chips
Yes, but in isolation it isn't evidence of an economic downturn in general. It is evidence of the whiplash of consumer demand shifting during COVID from services to goods and back again along with the cost of retooling the industrial plant to match that demand. There's a range of ripple effects across industries that will be ongoing for some time.