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From the WSJ: > Chip Inventories Swell as Consumers Buy Fewer Gadgets - Semiconductor companies slash production plans amid weak demand > https://www.wsj.com/
by Tempest1981 4y ago
From the WSJ:
> Chip Inventories Swell as Consumers Buy Fewer Gadgets - Semiconductor companies slash production plans amid weak demand
> https://www.wsj.com/articles/chip-inventories-swell-as-consumers-buy-fewer-gadgets-11672092605 https://www.wsj.com/articles/chip-inventories-swell-as-consu...
Although elsewhere, I read there's still a shortage of chips for cars:
> Automotive chip shortages to continue throughout 2023, industry says
> https://arstechnica.com/cars/2022/12/automotive-chip-shortages-to-continue-throughout-2023-industry-says/ https://arstechnica.com/cars/2022/12/automotive-chip-shortag...
- paulmd 4y agoYeah the distinction is leading vs trailing nodes. Automotive uses older nodes for cost and nobody is building any more of that. TSMC is trying to get them to move to 22nm nodes but so far that’s not what’s used, it’s 40nm and 65nm and 90nm and such. https://www.anandtech.com/show/17470/tsmc-to-customers-time-to-stop-using-older-nodes-move-to-28nm https://www.anandtech.com/show/17470/tsmc-to-customers-time-... Paradoxically there is actually some capacity available at the newer nodes now, because of big cancellations from major customers. But using them involves major design/validation costs and higher wafer costs etc, and the things that automotive and RF and power chips do doesn’t really scale.