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How can there be a slump when there is a chip shortage? I would still think TSMC rolling in work that has been backlogged.
by stjohnswarts 4y ago
How 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.