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How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufactur

by tim-tday 10mo ago

How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders. As far as I know there was never a demand dip at any point in there.

re-thc 10mo ago
> there was a massive spike at the end when car manufacturers Which barely impacts TSMC. Most of their revenue and focus is on the advanced nodes - not the mature 1s. > As far as I know there was never a demand dip at any point in there. When did I imply there was a demand dip? I said they built out too much capacity.