Uno dei maggiori clienti di TSMC taglia gli ordini di wafer da 3 nm mentre la domanda dei consumatori si sgonfia
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A major unnamed customer of TSMC has reportedly cut their order for 3 nm wafer. Foundry customers usually place orders for cutting-edge foundry nodes several quarters in advance, in exchange for priority foundry allocations, and preferential rates, while foundries use revenues from these orders to develop the capacity for manufacture these chips. Gli 3 nm customer could be anyone—Qualcomm, Mediatek, NVIDIA, AMD, or Intel. Order cancellations have reportedly had a domino-effect on the upstream supply-chain of TSMC, hitting suppliers of raw materials, manufacturing equipment, and other consumables. There is an industry-wide slump in demand for consumer electronics and PC hardware, which reflects in the slump in revenues and/or guidance in quarterly financial results releases by prominent companies.
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