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I was just going to say that. Seriously, wtf - this is as if the Apple hipsters had now their summer ruined and not at all the entire CPU & GPU supply for prett

• jdietrich 8y ago
  Intel have their own fabs. AMD are primarily a GlobalFoundries customer (GF was spun off from AMD in 2009) but do source some dies from TSMC. Nvidia are primarily a TSMC customer, but Reuters have reported that they have contracted Samsung to produce 14nm dies. Lost production at TSMC is a serious issue, but it's not cataclysmic for the supply chain as a whole.
  • daveguy 8y ago
    The new 7nm Rome is expected to exclusively use TSMC, but this won't affect that production. Samsung and Nvidia would be the most affected, but apparently most of TSMC's facilities are already back up with the remaining to be up by tomorrow. So less than 2 days lost production probably will not significantly affect anyone. It's a good thing this wasn't a targeted attack with a payload to damage hardware and put them out for weeks or more. That would have serious repercussions.
  • axaxs 8y ago
    AFAIK Qualcomm is going to TSMC for its nexgen, which is far more chips than even Apple gets.
  • Scoundreller 8y ago
    How can we assume that the other fabs have spare capacity to soak up new ex-TSMC work? Did Samsung boot other customers or products so NVidia could stay afloat? I’m sure NVidia’s margins are high enough to get others to slow down their output. This kind of issue happens in pharmaceuticals all the time: one factory goes down, the others can’t soak up the extra orders, and months down the line we start running out of finished product after the warehouse gets emptied.
    • delfinom 8y ago
      The TSMC factories are mostly back online though. At worst theres just a one week delay on lead times now.