Re:TSMC warns over deepening slump in chipmaking sector
by gorkish on Friday July 21, 2023 @06:03PM
(#36820525)
It's still the same effect. Supply doesn't have to overshoot. Computer chips aren't just stamped out instantly; a complex chip with many hundreds of process steps can take months to manufacture. The latency of design/revision cycle means manufacturers are always doing everything they can not to overproduce.
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Re:TSMC warns over deepening slump in chipmaking sector
by panarky on Friday July 21, 2023 @06:19PM
(#36820709)
The chip shortage lasted longer than you'd expect because everyone from end users to intermediaries has been hoarding them.
It's like the covid toilet paper shortage, even if you keep producing a thing at the same rate, stockpiling creates shortages which stimulate even more stockpiling.
When that eventually reverses, expect a temporary glut.
Re:TSMC warns over deepening slump in chipmaking sector
by xw4002 on Friday July 21, 2023 @07:13PM
(#36821280)
> a complex chip with many hundreds of process steps can take months to manufacture.
"Three months, 700 steps" for the GlobalFoundries Fab in Malta, N.Y.
https://www.seattletimes.com/business/technology/three-month...