*JustMe* schreef op 13 oktober 2021 13:10:
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Ok, ik heb drie linkjes voor je over de actuele situatie en TSMC in het bijzonder
1) TSMC uitspraken van hun CEO. Er wordt ge-herdistribueerd, omdat sommige klanten chips bestellen die ze niet nodig hebben
Amid what was described as a global chip shortage, more chips were being sent to factories than were leaving them in products, meaning “there are people definitely accumulating chips who-knows-where in the supply chain,” says Liu.
To fix things, Liu ordered his team to triangulate different data points to decipher which customers were truly in need and which were stockpiling. “We are learning too, because we didn’t have to do this before,” says Liu. It forced him into tough decisions to delay orders for valued clients whose immediate need was judged to be less acute. “Sometimes customers may not be satisfied, but we just have to do what’s best for the industry.”
time.com/6102879/semiconductor-chip-s...===
2) Morgan Stanley verwacht dat TSMC al in dit kwartaal de vraag ziet afnemen. Bovendien zit Maleisie achterin de keten, die doen assemblage en verpakking van chips, niet de productie. Dus dat komt vrij snel weer op gang.
According to the investment bank Morgan Stanley, foundries like TSMC will likely face a drop in orders as quickly as Q4 2021, largely attributed to an overestimation of chip demand.
The pandemic-stricken Malaysia plays a crucial role in the process. The Southeast Asian country accounts for 7% of the global semiconductor trade, and 14% of the global capacity when it comes to assembly and packaging. Leading IDMs such as STMicroelectronics and Infineon have all set up production lines in Malaysia.
As COVID-19 cases surged in the country, Malaysia has entered a partial lockdown since June, leaving only 47% of its chip assembly & packaging capacity operational. Now, according to Morgan Stanley, suppliers in Malaysia are expecting a partial restoration of production capacity by November and December, adding that the demands for ICs used in smartphone, TV and computers have already shown signs of weakness.
If the forecasted trajectory turns out to be true, TSMC’s spare capacity might have implications for Taiwanese IC designers who, owing to their small-to-medium sizes, are often at a disadvantage when competing for production capacity against global IDMs.
techtaiwan.com/20210923/tsmc-drop-ord...3) Over balans tussen vraag en aanbod mid 2022 en een overschot aan chips productie in 2023.
www.google.nl/amp/s/www.fool.com/amp/...