4 ms·
TSMC is reportedly sold out until 2028
- tencentshill 7mo agoHow flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market?
- choilive 7mo agoProbably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
- 0cf8612b2e1e 7mo agoDidn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
- kasabali 7mo agoDamn, Rapidus couldn't come soon enough.
- deadalus 7mo agoTerafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
- dmitrygr 7mo ago> Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors. Huh? Tenstorrent is a fabless Si company designing cores and does not complete with TSMC. Cerebras is a fabless joke, also not competing with TSMC.
- j45 7mo agoHopefully more production capacity comes online.