drkohler on 26 August 2022
| ConservagameR said: Chip demand has increased a lot |
Actually, Nvidia has been desperately trying to get out of some TSMC contracts as they have way too much silicon in storage. It has also more than been rumoured that Apple is trying to cut orders due to significantly decreasing forecast numbers. (Obviously TSMC is simply sticking to contracts, as they want their factories to run at max capacity in order to be profitable. The penalties for cancelling fab times are HUGE).
A common misconception seems to be that "Chip shortage = not enough gpus/cpus". This is far from correct. Gpu and cpu chips are just a small part of "Chips".
