IIRC, 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

IIRC, 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technologies is higher: UMC gets 80% of its revenue on 40 nm higher nodes, whereas 81.4% of SMIC's revenue come from outdated processes."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.