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A comment on TSMC warns over deepening slump in chipmaking sector. Parent comment

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!
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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.
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