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Re:TSMC warns over deepening slump in chipmaking sector by bbatsell on Friday July 21, 2023 @04:34PM (#36819306)
Could you elaborate on what you’re referring to? I’m certainly not an expert, but my understanding was that the vast, vast majority of TSMC’s revenue comes from production of completely custom wafers on newer nodes, and I’m hard pressed to think of something in the industry with _longer_ lead times.
Re:TSMC warns over deepening slump in chipmaking sector by cs702 on Friday July 21, 2023 @06:11PM (#36820634)
I was referring to lead time on orders for existing products, i.e., those for which TSMC already has manufacturing capacity online, like current iPhone chips. I wasn't referring to the time it takes to go from design to manufacturing!
Re:TSMC warns over deepening slump in chipmaking sector by panarky on Friday July 21, 2023 @06:25PM (#36820773)
In addition to the bullwhip effect, and the unwinding of stockpiling, there's probably some real reduction of demand, and that's probably mostly from China's failure to bounce back to pre-covid GDP.