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Is it strange there’s no mention of the chip shortage? Bloomberg was even reporting on it wrt TSMC as little as 4 months ago [1]. Isn’t a slowdown a good thing
by dahart 4y ago
Is it strange there’s no mention of the chip shortage? Bloomberg was even reporting on it wrt TSMC as little as 4 months ago [1]. Isn’t a slowdown a good thing and the predictable end of the chip shortage? TSMC gets no credit now for having caught up? It’ll never cease to amaze me that our economy and financial reporting runs on the deltas between reality and incorrect predictions (even when, like here, the outcome is somewhat predictable), and we continue to blame reality for not meeting the predictions. It also seems strange not to mention that TSMC’s growth has been insane for the last 4 years, their business has tripled.
[1] https://www.bloomberg.com/news/articles/2023-01-12/tsmc-chief-sees-end-to-chip-shortage-that-hammered-auto-industry#xj4y7vzkg https://www.bloomberg.com/news/articles/2023-01-12/tsmc-chie...
- est 4y ago> no mention of the chip shortage Because the shortage chips were not manufactured by TSMC? You don't need 3nm for every chip.
- dahart 4y ago> Because the shortage chips were not manufactured by TSMC? Why do you think that? I included a link to an article that discusses it. Here’s a link to TSMC’s car-chip products: https://www.tsmc.com/english/dedicatedFoundry/technology/platform_automotive https://www.tsmc.com/english/dedicatedFoundry/technology/pla... And a link to TSMC CEO talking about not meeting car-chip demand: https://canada.autonews.com/microchips/chip-shortage-thats-hammered-auto-set-ease-says-tsmc-ceo https://canada.autonews.com/microchips/chip-shortage-thats-h...
- deleted 4y ago[deleted]
- delusional 4y agoI recall there being a shortage of cutting edge chips as well[1]. In fact, there have even been a few articles about TSMC seeing the end of the shortage at the start of the year[2]. [1]: https://www.wsj.com/articles/tsmc-warns-of-tight-production-capacity-prolonging-chip-shortage-11649935181 https://www.wsj.com/articles/tsmc-warns-of-tight-production-... [2]: https://www.bloomberg.com/news/articles/2023-01-12/tsmc-chief-sees-end-to-chip-shortage-that-hammered-auto-industry https://www.bloomberg.com/news/articles/2023-01-12/tsmc-chie...
- elzbardico 4y agoTSMC works with several node sizes, even bigger than 40mm. it is not where most of their profit and revenue is, but it is still a sizable market for them.
- ThrowawayR2 4y agoIIRC, the chip shortage was mostly for chips made on older process nodes and TSMC does less business on older process nodes than other fabs? If so, then there might not be a inconsistency in reporting; TSMC may still have a backlog of orders for chips made using older nodes while seeing slackening demand for chips made using its much more profitable cutting edge nodes. "Nowadays TSMC earns around 25% of its revenue by making hundreds of millions of chips using 40 nm and larger nodes. For other foundries, the share of revenue earned on mature process technologies is higher: UMC gets 80% of its revenue on 40 nm higher nodes, whereas 81.4% of SMIC's revenue come from outdated processes." from 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-... and a quick check says TSMC's 40 nm mode was first introduced around 2008.
- idopmstuff 4y ago> TSMC gets no credit now for having caught up? Bloomberg's reporting on it from an earnings/business perspective - while it's great for the world in general that the chip shortage seems to have subsided a bit, it would be better for TSMC if demand continued to exceed their production (particularly since they're not vulnerable to competition taking their market share, at least in the short term).