Digitimes colleagues report that technological companies are going to reduce their orders for the production of chips by TSMC. The report includes Apple, Nvidia and AMD.
The mass production of Apple iPhone 14 has already begun, but the initial plans for the supply of 90 million devices are cut by 10%. Following Apple, NVIDIA and AMD are going to rethink their plans, which predict a significant reduction in demand for components for PCs.
NVIDIA, who left Samsung back to TSMC and paid for a reservation of 5-nanometer production facilities a lot of money, now predicts a significant reduction in demand from gamers, and the large stocks of chips for RTX 30 are aggravated by this situation, as well as the flooding of the used video card after the recent market after the recent market Cryptocurrency collapse.
As for AMD, it reduced the order of vifers for the fourth quarter of 2022, as well as the first quarter of 2023 by 20 thousand, but this applies only to 7 and 6-nanometer processes. 5-nanometer wafer for PCs and servers will be ordered in planned volumes without changesDigitimes colleagues report that technological companies are going to reduce their orders for the production of chips by TSMC. The report includes Apple, Nvidia and AMD.
The mass production of Apple iPhone 14 has already begun, but the initial plans for the supply of 90 million devices are cut by 10%. Following Apple, NVIDIA and AMD are going to rethink their plans, which predict a significant reduction in demand for components for PCs.
NVIDIA, who left Samsung back to TSMC and paid for a reservation of 5-nanometer production facilities a lot of money, now predicts a significant reduction in demand from gamers, and the large stocks of chips for RTX 30 are aggravated by this situation, as well as the flooding of the used video card after the recent market after the recent market Cryptocurrency collapse.
As for AMD, it reduced the order of vifers for the fourth quarter of 2022, as well as the first quarter of 2023 by 20 thousand, but this applies only to 7 and 6-nanometer processes. 5-nanometer wafer for PCs and servers will be ordered in planned volumes without changes.