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TSMC downgraded as analysts warn of worst slump in a decade
- stjohnswarts 4y agoHow can there be a slump when there is a chip shortage? I would still think TSMC rolling in work that has been backlogged.
- kotlin2 4y agoForward looking guidance
- pedalpete 4y agoThere is suspicion (I don't think it is proven out yet) that the chip shortage will turn into a surplus. It takes time to ramp up factories and build the chips, and that is what is being now to clear the backlog. But once the backlog is cleared, what happens then? They are building chips, potentially unsure if the demand will be there. For us, it was impossible to get HR sensors a few months ago, now there is no limit to supply, but prices are still very high - I assume that is because suppliers over-paid when supply was short.
- walterbell 4y ago> Last week, Gartner said PC shipments recorded in Q3 fell year-on-year at the fastest rate ever seen. Anecdata: approx 3-month delay between ordering and shipment of HP (AMD) and Intel NUC _2021_ business PCs in 2022. We need a better metric than "shipments", which can account for demand suppression due to unavailable supply. Raspberry Pis are still impossible to purchase.
- deepserket 4y agoimpossible? i can buy a pi4 for just 200€ /s Seriously the situation is quite sad, i was planning on building a couple dozen of machines and after discovering the new prices i was speechless, guess I'll try to make it work with an esp32 and offload the heavy computations to a dedicated PC
- walterbell 4y agoAt least the ODROID M1 is still available around $100, including NPU, SATA, M.2 NVME and 4/8Gb RAM.
- AtomicOrbital 4y agoallowing entire ecosystem to have a single point of failure/success is very risky... gone are the days of such a monolithic enterprise... massively distributed small scale machines are needed not asml and tsmc ... disruption is coming
- pyuser583 4y agoWe’ve had one heck of a decade.